Putting Financial Planners First Since 2003

You deserve a strategic partner that supports your growth, offers the culture and community you need, and puts you in a position to thrive—not just survive. 

Putting Financial Planners First Since 2003.

You deserve a strategic partner that supports your growth, offers the culture and community you need, and puts you in a position to thrive—not just survive.

Let us help you unlock your full potential

Are you ready for something better?

Join IFG’s consortium of independent financial advisors to gain exclusive access to professional guidance, a collaborative community, and the operational support you need to grow your practice with confidence.

Maximize

Independence

GAIN A Community

of Advocates

UNLOCK

Support Services

Looking for an Advisor?

The right partner can help you make comprehensive, informed decisions for your future. Tap into the IFG network of experienced, highly qualified financial planners to get off to the right start.

How IFG Affiliation can help your practice

COLLABORATE

Stay one step ahead with the help of many.

Our unique culture, called The Brain Trust, fosters collaboration among like-minded advisors. When you join IFG, you’ll access Mastermind Groups, an Annual Retreat, and other interactive events where ideas are shared, challenges are solved, and success is a shared journey. 

DELEGATE

Offload time-consuming tasks to our dedicated services team.

Our in-house advisor success teams are available to take on the day-to-day operations of your practice, so that you can spend more time focusing on your clients and growth. From marketing your practice to keeping up with regulatory compliance, you have access to all the resources you need to do so with ease. 

GROW

Enhance your capabilities to better serve your clients.

Free up valuable time for professional growth by leveraging our Brain Trust network. Stay ahead of industry trends, master best practices, and deepen your skills through collaboration with like-minded peers—all to better serve your clients and grow your practice. 

Don Patrick, MBA

Founder & Chief Strategy Officer

Mastermind Groups
0
INDEPENDENT FINANCIAL PLANNING TEAMS
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Combined years of experience
0 +
Billion combined assets
$ 0 +

Are we a good fit?

Our Mutual Selection Process ensures that every candidate is carefully evaluated based on experience, client service standards, professional designations and more. Most importantly, we look for advisors who are eager to contribute to the IFG collaborative culture. 

There’s an IFG Model Built for You

Some of our advisors come to us already independent, running a hybrid or RIA-only practice, ready to turn that independence into real ownership. Others come from a wirehouse, looking for the freedom to build something of their own.

Corporate RIA

Integrated, full-service relationship with the broker-dealer.

Hybrid RIA

Bridge the gap between Corporate and RIA only.

RIA Only

The highest level of independence.

What we’re discussing

Explore everything you need to know about the nuances of broker protocol and how it affects your financial advisory practice.
Discover how cultivating a team-based service model, implementing a structured "planning-first" onboarding process, and balancing a high-touch personal approach with streamlined technology can ensure a smooth succession and long-term practice growth.

Let's See If We're a Good Fit

Hi, I’m Land Bridgers, CEO of Integrated Financial Group. On behalf of everyone at IFG, I’d love to learn more about you and share how the Brain Trust can empower your success.