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.
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.
We Are The 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.
Integrated Financial Group’s 100+ advisor members own businesses across eleven states totaling over $2 billion in brokerage and advisory assets through LPL Financial and over $2.5 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 12/31/2022. Overall, IFG’s advisors serve a combined total of assets in excess of $4.5 billion.
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.
Gain Independence
Discover the freedom and flexibility to run your business based on your own vision.
Leverage Technology
Streamline your day-to-day operations with next-gen automation, tools and software.
Improve Your Marketing
Continuity & Succession Planning
Grow Your Business
Gain a team focused on helping you grow your business and impact more clients.
Thrive in Good Company
Surround yourself with other like-minded professionals, who focus on leading with financial planning.
Gain Independence
Leverage Technology
Improve Your Marketing
Succession Planning
Grow Your Business
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 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
What IFG Advisors Are Saying
“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
Independence Starts Here.
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
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.
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