How did your firm get its name?
Indian River Financial Group incorporated in Stuart, Florida in 1991, and served as my advisory entity (Registered Investment Advisor firm) so as to allow me to offer fee-based advisory services. We serviced Palm Beach and Martin Counties at that time. The name Indian River was the name of the Intracoastal Waterway near where all those wonderful citrus fruits are grown. We later moved to Boca Raton where we are located today.