Intelligence Driven Advisers

Institutional Thinking and Execution for Individual Investors

Financial planner in Fort Worth, TX (show on map)

4.8

★★★★★

6 reviews

IDA Wealth delivers institutional thinking and solutions to individual investors, families, and businesses with advanced financial planning, investment management, private market access, tax planning, family office services, retirement plan consulting, and real estate advisory.

Call (760) 707-5555

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About

Founded in 2009, IDA Wealth was built on a core belief: independence leads to better advice and better outcomes. The firm provides institutional thinking and execution for individual investors, offering advanced financial planning, investment management, private market access, tax planning, family office services, retirement plan consulting, and real estate advisory.

Each service is integrated into a cohesive, continuously monitored plan that evolves with clients’ lives, ensuring clarity, confidence, and better planning through resources like the Financial Detox® podcast and detailed insights on market volatility, tax strategies, and retirement planning.

Institutional thinking and execution for individual investors

Advanced financial planning integrated with investment management

Private market access with disciplined oversight

Integrated tax planning and preparation

Family office services for complex financial lives

Retirement plan consulting with fiduciary oversight

Real estate advisory within a broader wealth framework

Services

Advanced Financial Planning

Dynamic, comprehensive planning integrating cash flow, retirement, estate, and insurance strategies into a cohesive, continuously monitored plan.

Integrated planning Continuous monitoring Cash flow management Retirement, estate, insurance strategies

Investment Management

Disciplined, research-driven portfolio management built on institutional frameworks, active oversight, and a long-term approach to risk, return, and capital allocation.

Research-driven Institutional frameworks Active oversight Long-term risk management

Private Market Access

Select access to private investments designed to complement traditional portfolios, enhance diversification, and align with sophisticated risk and liquidity considerations.

Private equity Private credit Real estate Infrastructure Diversification

Tax Planning, Preparation, and Filing

Proactive, integrated tax strategy designed to reduce friction and inefficiency by aligning planning, preparation, and filing with broader financial decisions and long-term objectives.

Proactive planning Integrated strategy Preparation and filing Long-term alignment

Family Office Services

A centralized approach that brings investment, tax, estate, and professional relationships into alignment, creating clarity, efficiency, and continuity across complex financial lives.

Centralized management Investment integration Tax coordination Estate planning Professional alignment

Retirement Plan Consulting

Clarity, fiduciary structure, and disciplined oversight for organizations committed to supporting their employees’ financial future.

Fiduciary oversight Plan design Employee education Compliance management

Credentials & Certifications

CFP®

Since 2009

AIF®

Since 2009

CPA

Since 2009

CFA®

Since 2025

Reviews

Rating

4.8

★★★★★

Reviews

"She always appears to have our best interests in mind."

Frequently Asked Questions

What is Private Market Access at IDA, and how does it benefit my portfolio? +

Private Market Access at IDA provides qualified investors with disciplined exposure to private equity, private credit, real estate, infrastructure, and other non-correlated assets. The approach is designed to enhance diversification, improve risk-adjusted return potential, and access opportunities not typically available in public markets.

How does IDA evaluate whether private investments are appropriate for my situation? +

IDA evaluates private investments within the context of a client’s overall financial plan, considering liquidity needs, time horizon, risk tolerance, cash flow requirements, and tax considerations. Private allocations are introduced selectively to ensure alignment with long-term goals rather than as standalone opportunities.

What types of private market opportunities does IDA provide access to? +

IDA provides access to a range of private market strategies, including private equity, private credit, real estate, and infrastructure. Opportunities may vary based on market conditions, availability, and suitability, with each evaluated through institutional-level due diligence.

What trends are making private markets more attractive? +

Private markets have expanded alongside innovation, globalization, and institutional demand. Many companies now remain private longer, creating opportunities outside public markets. In addition, private credit and infrastructure have grown as sources of income and diversification in changing market environments.

How does IDA manage risk within private market allocations? +

Risk is managed through diversification across strategies, disciplined position sizing, pacing analysis, and ongoing monitoring. Private investments are evaluated not only on return potential but also on liquidity, downside risk, and interaction with the broader portfolio.

What ongoing oversight does IDA provide after a private investment is made? +

IDA provides ongoing oversight that includes monitoring capital calls, distributions, performance, evolving exposure, and tax implications to ensure private investments remain aligned with portfolio objectives, liquidity planning, and long-term after-tax outcomes.

Do private market investments limit my liquidity? +

Private market investments typically involve longer time horizons and reduced liquidity compared to public investments. IDA evaluates liquidity constraints carefully and incorporates private investments only when they align with a client’s overall liquidity needs and financial plan.