Former UBS advisors Timothy Kneen and Clayton Hartman have established IFM Capital Advisors, a Colorado-based independent RIA. The firm has been launched through Focus Connections, a program that helps wirehouse teams transition their business and launch their own independent wealth management firms.
The team has opened three offices in the Rocky Mountain region. In Colorado, Kneen will lead the Denver office and Hartman will run the Fort Collins office. Former South Dakota state senator Tom Dempster, also from UBS, has joined the team, heading the firm’s Sioux Falls, S.D., office.
IFM offers financial planning, portfolio management, asset allocation, retirement planning, tax, estate and philanthropic planning, risk management, and multigenerational wealth transfer services to individual and institutional clients.
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