Imz Advisory Inc.

About Imz Advisory Inc.

<p>Launched in 2021, Imz Advisory Inc. (doing business as IMZ Financial Services, Inc.) is a registered investment advisor based in Boca Raton in South Florida’s Miami–Fort Lauderdale metro area.</p> <p>The firm works with individuals and business owners on investment management, retirement planning, estate planning, corporate benefits, and insurance planning. Clients often include entrepreneurs, athletes, executives, and families who want an advisor who can coordinate moving parts across their finances.</p> <p>For retirement plans, Imz Advisory provides 3(21) fiduciary services, giving plan sponsors ongoing investment guidance and support with the plan’s investment lineup while the sponsor retains final decision-making authority.</p> <p>Imz Advisory reports $0.3B in assets under management as of 2026. A practical differentiator is its “personal CFO” approach, bringing tax-aware planning, investment oversight, and risk management into one relationship.</p> <ul> <li>Registered investment advisor (RIA) in Boca Raton, Florida</li> <li>3(21) fiduciary support for employer retirement plans</li> <li>Investment management and retirement planning</li> <li>Estate planning, corporate benefits, and insurance planning</li> <li>Works with entrepreneurs, executives, athletes, and families</li> </ul>

Website: https://imzfinancialservices.com/

Founded: 2021