Empowering Independent Financial Planners
At the intersection of collaboration and culture, independence thrives.
Gain the tools, resources and community you need to reach your full potential with Integrated Financial Group.
Empowering Independent Financial Planners
Integrated Financial Group is a consortium made up of independent financial planners all dedicated to helping each other succeed. As a member, you can focus more on growth by offloading key operations of your practice to us and connecting with other financial planners to broaden your knowledge. All without sacrificing your independence.
Empowering Independent Financial Planners
Integrated Financial Group is a consortium made up of independent financial planners all dedicated to helping each other succeed. As a member, you can focus more on growth by offloading key operations of your practice to us and connecting with other financial planners to broaden your knowledge. All without sacrificing your independence.
Empowering Independent Financial Planners
Integrated Financial Group is a consortium made up of independent financial planners all dedicated to helping each other succeed. As a member, you can focus more on growth by offloading key operations of your practice to us and connecting with other financial planners to broaden your knowledge. All without sacrificing your independence.
At the INTERSECTION of Collaboration & Culture, Independence THRIVES
Was your vision when you got into this business to work for only your clients? Then join the industry’s most prominent consortium of successful financial planners from across the country who believe in the power of collective resources to better serve their clients.
What We Do
Integrated Financial Group is a consortium made up of independent
financial planners all dedicated to helping each other succeed. As a
member, you can focus more on growth by offloading key operations
of your practice to us and connecting with other financial planners to
broaden your knowledge. All without sacrificing your independence.
The IFG Difference
ROBUST CULTURE
PLANNERS AT HEART
Financial planning is at the heart and soul of what we do and we are constantly working to improve our craft.
TRUE INDEPENDENCE
We’re committed to protecting your independence and our own.
WHO WE ARE
Founded in 2003, IFG planner members form the Brain Trust, where we share our professional wisdom and perspectives within the group. On a day-to-day basis, IFG’s distinctive culture fosters advisor engagement, collaboration, and growth.
We built the Brain Trust on the belief that our peers are our most valuable teachers. Through our Annual Retreat, MasterMind Groups, and an environment that promotes peer-to-peer interaction, IFG Independent Financial Planners are empowered by each other to hone their skills and ultimately, grow their businesses.
WHO WE ARE
Founded in 2003, IFG planner members form the Brain Trust, where we share our professional wisdom and perspectives within the group. On a day-to-day basis, IFG’s distinctive culture fosters advisor engagement, collaboration, and growth.
We built the Brain Trust on the belief that our peers are our most valuable teachers. Through our Annual Retreat, MasterMind Groups, and an environment that promotes peer-to-peer interaction, IFG Independent Financial Planners are empowered by each other to hone their skills and ultimately, grow their businesses.
What Integrated Financial Group Can Do For You
Hear from successful advisors about how Integrated Financial Group has helped them achieve greater work-life balance, immense career growth, and deepened experience to better serve their clients.
What is The IFG Brain Trust
Integrated Financial Group (IFG) is a collective of independent financial planners dedicated to helping each other succeed. Joining allows you to concentrate on growing your practice, offloading operational tasks to us, and enriching your knowledge through connections with peers. The hallmark of IFG is The Brain Trust, a unique culture fostering shared wisdom, collaboration, and joint growth. This is achieved through annual retreats, MasterMind Groups, and other interactive platforms that empower members to refine their skills and expand their businesses.
“I’ve always strived to increase my professional knowledge and my service capabilities. So I affiliated with IFG in January of 2016, which has given me access to some of the best thinking in the industry, access to literally hundreds of years of experience. And because of that, there is no client situation or circumstance that we can’t address.”
“It is one thing to make promises to an advisor to gain their partnership. It is another to fulfill those promises. At IFG, there is no gap between what is said and what is done. The culture of IFG is a throwback to the time when corporations treated their people like family, and it is more evident every day that passes that IFG is part of my family. The ability to practice independently and have an extended bench of almost 2,000 years of expertise to draw on is crucial to our success.”
Trent Adams, CFPⓇ Magnolia Financial Group
“When making the decision to become independent, I worried about how I would take care of payroll and benefits for myself and my staff. The Operations Department at IFG takes care of everything and I know their decisions always have my best interest in mind. I don’t have to worry about anything!”
“After many years in the industry and with LPL in particular, I felt like a tadpole in a big ocean. Finding this incredible group has afforded me the opportunity to grow my practice at a rate I know would not have been possible on my own. From my study group, the IFG Retreats, and business coaching, I truly have been given a new lease on life. This isn’t an exaggeration. I have a larger, more manageable practice, more time for the people I love and more joy from interactions with my clients. I am so grateful for IFG’s support – it allows me to be the best advisor I can be. My passion is to do more good for more people and for my community.”
Jerri Hewett Miller, CFPⓇ, RICP, BFA, Wealth Horizon
What Can Integrated Financial Group Do For You?
Hear from successful advisors about how Integrated Financial Group has helped them achieve greater work-life balance, immense career growth, and deepened expertise to better serve their clients.
- > Independent and Seeking Support
- > New to Independence
- > Independent and Alone
- > Established and Considering Independence
Independence Starts Here
Corporate RIA
The Corporate RIA model implies a financial planner is affiliated with a Broker-Dealer and operates under the corporate RIA firm as an Investment Advisor Representative (IAR). This type of integrated, full-service relationship with the broker-dealer offers financial planners access to:
Higher Transition Assistance
Simplified Paperwork
RIA – LPL Financial
Broker Dealer – LPL Financial
CCO – LPL Financial
OSJ-IFG
RIA Only
An RIA-only affiliation model implies a financial planner is not affiliated with a broker-dealer, but instead outsources to third-party custodians for key operations within their business. This option offers the highest level of independence as well as:
Higher Advisory Payouts
Financial Planning Fee Flexibility
RIA – IFG Advisory
CCO – IFG
Hybrid RIA
The Hybrid RIA model bridges the gap between the Corporate and RIA-only affiliation models. Through this type of model, a financial planner is affiliated with a broker-dealer for all commissionable work, and uses an outside RIA for all fee-based business. It offers the following benefits:
Higher Advisory Payouts
Financial Planning Fee Flexibility
RIA – IFG Advisory
Broker Dealer – LPL Financial
CCO – IFG
What IFG Advisors Are Saying
Unmatched Support: A Closer Look
Where are you with your financial planning practice? We have
strategies designed to support you every step of the way.
Peer-to-Peer Interaction
Attend in-person events, Mastermind groups & gain the ability to reach out to other consortium members for support when you need it.
Advisor Retention
IFG has one of the lowest attrition rates in the industry. When advisors join IFG, they stay and prosper.
Succession Planning
Lay the groundwork for your retirement to ensure a seamless transition of your business.
Advisor Coaching & Development
Gain industry mentors in your corner to help you set goals and strategize for growth.
Support Services
Offload the time-consuming tasks to your expert support team including Technology, Operations, Marketing, Investment Solutions and more.
Compliance & Risk Management
Navigate the industry’s evolving regulations and stay on top of your requirements with the help of our compliance experts.
Brain Trust Insights
Why Join IFG
Download our free Discovery Brochure: From Independence to Growth with Integrated Financial Group to learn all about what you can gain through a strategic partnership with us.
Start Your Journey to Independence
We choose our members like the best independent financial planners choose their clients – and we take pride in that. See if you qualify today.
