Innovative Wealth Building, also known as IWB, is a team of dedicated professionals in Lexington Park, MD, who are passionate about serving others in their pursuit of financial independence. As a Registered Investment Adviser regulated by the Securities Exchange Commission (SEC), IWB's Advisors are committed to acting as fiduciaries, ensuring that they always prioritize their clients' best interests throughout the financial planning process.
With a focus on personalized financial strategies aligned with clients' goals, needs, and expectations, IWB takes the time to understand each individual's unique circumstances. Their team of seven financial planners and eight client service professionals serves over 1,200 client households, managing assets totaling 380. Offering a range of services, including financial planning, retirement planning, investment management, cash flow planning, and protection strategies, IWB goes above and beyond to support their clients' financial success.
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