About Us

About us

Need some Professional help?

Our philosophy is simple: our entire business is centered on you and your goals.
Financial planning is not about money, it is about finding ways to help you achieve your goals, through careful and thoughtful planning and execution. Money is not a goal in itself, but a means of reaching your goals whatever they might be. So, if you’re ready for a Fresh Approach to financial advice, planning and investing, founded on Goals, Plans & Action, then Welcome to iAdvice.

Our Mission

Our mission is to create a different kind of wealth management firm.
A firm that views wealth management, not as a sales function, but as a structured process of advice, individual to each client, based on independent thinking and delivered as a long-term partnership.

Who We Are

Leadership Team

Theo Karoumbalis

Senior Financial Strategist
Innovative Solutions

Customized Strategies

To Solve Your Problems

Join Our Team

Want To Be A
Part Of Our Team?

  • Business Development Manager

    Organized and well-connected Business Development Manager focused on solution selling to build trusted relationships with companies.

  • Project Lead

    We are home to a team of smart, driven consultants and leaders who come to work every day to think, grow, and achieve.

  • Business Solutions Analyst

    Consulting provide a hybrid of business and strategy acumen paired with the know-how to execute even tough client problems.