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.

Home-Page-BG-Image

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

Black-tick-image
ROBUST CULTURE
We’re not driven by revenue, but by our vision to foster a culture that inspires and empowers.
Black-tick-image
PLANNERS AT HEART

Financial planning is at the heart and soul of what we do and we are constantly working to improve our craft.

Black-tick-image
TRUE INDEPENDENCE

We’re committed to protecting your independence and our own.

WHO WE ARE

The IFG Brain Trust

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

The IFG Brain Trust

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.

Play Video
Play Video
Play Video
rebekah-clough
Play Video about rebekah-clough

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. Membership 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.”

Carolinaplanning
Gerald Craig, CFPⓇ, Carolina Planning Consultants

“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!”

Shane Gaddy, SGL Wealth Management

“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.

Independence Starts Here

At Integrated Financial Group, we offer three different affiliation programs, so you can run your financial planning practice on your own terms.

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

Membership Advantages: A Closer Look

Where are you with your financial planning practice? We have 

strategies designed to support you every step of the way.

connected-people

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.

People_Image

Advisor Coaching & Development

Gain industry mentors in your corner to help you set goals and strategize for growth.

Book_Image

Support Services


Offload the time-consuming tasks to your expert support team including Technology, Operations, Marketing, Investment Solutions and more.

Rise_Image

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 Become a Member

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.