Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Aaron Gilman is an employee of Independent Financial Partners and not affiliated with Advanced Wealth Solutions

Andrew Dietz helps successful families turn complexity into clarity—and taxable income into after-tax wealth. With 30+ years in business strategy and asset management for individuals, trusts, and corporations, he serves as a steady, discreet guide to multigenerational planning, investment oversight, and coordinated tax strategy.

Andrew founded The Dietz Group in 1996 during his tenure at Ferris, Baker Watts, Inc. A graduate of Loyola College (B.S., Finance), he has previously served as an Options Principal. He’s also been a daily financial commentator on WBAL and host of “The Money Show” on WJFK.

Families and family offices work with Andrew for three things:

1. Minimize Taxes
2. Risk Adjusted Returns
3. Legacy and Family Protection

My approach is simple: start with taxes, speak in plain English, and build a plan that outlives market cycles—and us.  If your family’s wealth has reached the stage where coordination matters as much as returns, let’s talk about a structure that delivers better after-tax outcomes with fewer moving parts.

Since 2007, Bob Davis has helped high net worth families and business owners turn financial
complexity into clear, confident action. Think of Bob as your family’s CFO—coordinating
investments, taxes, estate considerations, and insurance, so your wealth works together, not in
pieces. With more than 18 years in the field, he’s known for retirement plans that are simple to
understand, resilient in real life, and built for the lifestyle you actually want.

Focus areas

• Tax aware retirement income design: Roth conversion mapping, RMD strategies, and Social Security timing.
• Portfolio construction and risk management built for the drawdown years.
• Estate and legacy coordination in partnership with your CPA and attorney.
• Insurance integration (life and long-term care) with disciplined cost control.
• Planning for business owners, including retirement plan design and liquidity-event
  readiness

How Bob works

1. Clarify what your money must do—for you, your family, and your legacy.
2. Engineer a stress tested plan across market risk, taxes, healthcare, and longevity.
3. Implement a disciplined investment and protection strategy with transparent reporting.
4. Review proactively to keep you on course as life and markets change.

Credentials & background

• Licensed since 2007; Series 7, 63, and 65, plus life & health insurance licenses.
• Specializes in guiding affluent households ages 45–65 through the retirement transition
  years (roughly 5–10 years before and after retirement).

Based in Philadelphia, Bob enjoys life with his wife, Tara, their sons, Owen and Griffin, and their
goldendoodle, Zoe. Outside the office, you’ll find him running, skiing, or exploring great food
and craft beer with friends and family.

Jake Muehlschlegel is responsible for performing the initial and on-going due diligence of alternative investments at IFP. Alternative investments include private real estate, hedge funds, private equity/credit, and real assets. Jake also serves as an extension of IFP’s wealth management teams to provide insight on manager selection and customized alternative strategies. Lastly, Jake assists IFP’s wealth management teams in completing complex tax strategies such as securitized 1031 exchanges and Qualified Opportunity Zone investments.
Jake Muehlschlegel is an employee of Independent Financial Partners and not affiliated with Advanced Wealth Solutions.

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and SEI. Pete serves on IFP’s Investment Advisory Committee.
Pete Nunley is an employee of Independent Financial Partners and not affiliated with Advanced Wealth Solutions.