Helping you manage your finances like a business, guided by your values.
Fee-Only, flat fee, CFP® financial advisors helping you live well today with a plan for tommorrow.
Your Multimillion-Dollar Enterprise
Over the course of your career and into retirement, your household is likely to generate millions—or even tens of millions—of dollars. Like a successful multimillion-dollar business, you have a powerful opportunity to be strategic about how you manage your finances. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.
Stop Guessing. Start Planning.
When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life.
Financial Dashboard
Key information conveniently on one page.
Investments
Low cost, broadly diversified, risk reward tilts, regular insights.
Tax Planning
CPA supported tax optimization with surprise minimization. The after-tax values are what you keep.
Cash Flow
Cash flow is the engine of your life today and goals tomorrow.
Insurance
Confidence that you and your loved ones have protection.
Long Term Plan
Putting it all together to answer the key questions: Am I on track? What do I need to do?
Aaron C. Wieand, CPA/PFS CFP®
Owner, Fee-Only Financial Advisor
Aaron brings over 20 years of professional strategic financial support to his role as a fee-only financial advisor. Throughout his career, he has specialized in delivering strategic insights tailored to the unique goals and opportunities of the individuals and organizations he serves.
Aaron is a Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). He is also a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA).
He and his wife, Stephanie, live in Goshen, Indiana, with their two children.
Personal:
Aaron is passionate about staying active—in all areas of life.
An exercise enthusiast, he enjoys many activities including tennis, basketball, pickleball, running, weightlifting, and hiking.
He serves on the Board of Directors at Bashor Children’s Home and on the Investment Committee for the Mennonite Education Agency. He has also been active in his local church in various roles, including youth sponsor, Sunday school teacher, and member of the Stewardship and Finance Commission.
Aaron is an avid reader (of both print and audiobooks), a proud father, and a committed member of his community.
Why Us?
Our focus goes beyond investment and insurance products—we help you develop an impactful, comprehensive, and cohesive financial strategy. With CFP® and CPA expertise, we emphasize tax-efficient saving and spending to help you maximize your after-tax spending power.
We don’t sell products, charge asset-based advisory fees, or operate under pressure from a parent company to promote proprietary offerings. In short, our business model is built to be truly independent—and aligned with your best interests.
