Business Details
36 Years
experience
Your Trusted Partner for Financial Planning Solutions
Infinitas is a financial advisory firm dedicated to empowering clients to achieve their financial goals through personalized planning and expert guidance. With a team of over 25 financial advisors serving clients in 41 states, we combine the comprehensive resources of a national firm with the personalized attention and trust our clients value. Our services span retirement planning, estate planning, investment management, and business retirement solutions, all tailored to individual needs.Founded in 1990, we prioritize independence, transparency, and client confidence, ensuring unbiased advice aligned with long-term objectives. Through Infinitas Cares, we extend our commitment to community impact, contributing time, talent, and financial support to philanthropic efforts locally and nationally.
Services
Retirement Planning
Estate Planning
Investment Management
Business Retirement Plans
Tax Planning
Risk Management
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in comprehensive financial planning.
- Our team of 25+ advisors serves clients in 41 states with personalized strategies.
- We maintain independence and transparency in all client advisory relationships.
- Our community impact through Infinitas Cares demonstrates ethical commitment.
- We provide coordinated solutions spanning retirement, tax, and risk management.
Associations and certifications
- FINRA
- SIPC
Services
Retirement Planning
We create customized retirement strategies to maximize growth and ensure tax-efficient distributions. Our advisors analyze cash flow needs and develop plans aligned with your desired lifestyle. With expertise in retirement tax implications, we help clients build sustainable income streams for post-career life.
Estate Planning
Our estate planning services minimize transfer taxes while protecting assets for future generations. We address income, capital gains, and business tax considerations to create comprehensive wealth transfer strategies. This includes establishing trusts, wills, and legacy planning frameworks tailored to client objectives.
Investment Management
We manage investments with a focus on client goals and risk tolerance. Our approach includes portfolio optimization, asset allocation, and continuous monitoring to adapt to market changes. We aim to grow wealth while maintaining alignment with individual financial plans and long-term objectives.
Business Retirement Solutions
We design and administer retirement plans for businesses, including 401(k)s and pension solutions. Our services cover plan selection, implementation, compliance, and employee education. We help business owners align retirement offerings with company goals while supporting employee financial well-being.
Tax Planning
Our tax planning strategies minimize liabilities through analysis of personal and business financial decisions. We develop tax-efficient investment approaches, coordinate with accountants, and implement legal tax reduction methods. Services include year-round tax strategy development and compliance support.
People
Wade Carpenter
Senior Partner
CFP, AIF, ChFC with expertise in comprehensive financial planning. Focuses on retirement strategies and wealth management for high-net-worth individuals across multiple states.
Tim DiSette
Senior Partner
ChFC, AIF specializing in retirement planning and business succession strategies. Brings decades of experience in guiding business owners through complex financial transitions.
Ray Evans
Senior Partner
CFP, AIF with specialization in investment management and estate planning. Helps clients preserve wealth through tailored portfolio strategies and tax-efficient solutions.
Randy Johnson
Senior Partner
AIF, CFP focused on retirement plan solutions for businesses. Expertise in 401(k) plan administration and employee education programs for corporate clients.
Brook Deaver
Partner
CFP, MBA with expertise in comprehensive financial planning. Specializes in coordinating investment, tax, and retirement strategies for multi-generational families.
Questions
What financial planning services do you offer?
We offer retirement planning, estate planning, investment management, tax optimization, and business retirement solutions tailored to individual and corporate needs.
How do you personalize financial plans?
We conduct comprehensive assessments of your financial situation, goals, and risk tolerance to create customized strategies that evolve with your life changes.
What areas do you serve?
Our financial advisors serve clients in 41 states nationwide while maintaining localized, personalized service relationships.
How are your advisors compensated?
We disclose all compensation structures upfront, including fee-based and commission-based models, ensuring transparency in our advisory relationships.
Do you work with business owners?
Yes, we specialize in business retirement plans, succession planning, and corporate tax strategies to help business owners maximize their company's value.
What community initiatives do you support?
Through Infinitas Cares, we contribute to over 30 organizations annually, focusing on financial literacy, veteran support, and local charity partnerships.
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