Putting Financial Planners first since 2003

Get to know us. We’re a genuine
community with a distinctive culture
that encourages everyone to
collaborate, share ideas and help
each other achieve success.

Get to know us. We’re a genuine community with a distinctive culture that encourages everyone to collaborate, share ideas and help each other achieve success.

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Our Vision

We aim to be recognized nationally as the premier destination for independent financial planners, of which only 3% are qualified to join. All Consortium advisors will feel connected, whether they are down the hall or across the country.

Our Mission

We’re on a mission to be nationally recognized for our culture, community and success in helping members reach their full potential.

Our Purpose

As we protect our culture and core values at all costs, we will help every member succeed and in turn, impact their families, clients and communities.

Core Values & Beliefs

Independence

We always fight for choice and independence, and believe ultimate freedom is being a business owner.

Leadership

We lead by serving, delivering what we promise, making participative, common-sense decisions, and providing clear, frequent communications.

Integrity​

We will always conduct ourselves in such a way as to bring honor to our families, clients, associates, team members, friends, and our firm.

The Brain Trust

We know from experience that many minds are greater than one, always improving and growing together.

Profit

We believe profits are the fuel for growth, sustainability, and positive impact for our advisors, their clients, and teams.

Work-Life Balance

We are a fun place to belong, where we work and play hard with people we like, and who share similar beliefs and values.

The Golden Rule

We believe in treating others as we wish to be treated.

Potential

We are a place where potential is realized.

Service

We strive to deliver more than we promise.

IFG SUPPORT TEAM

IFG Advisory Board

Trent Adams, CFP®

Magnolia Financial Group

Andrews Browne, MBA

Integrated Financial Group

Howard Katz, CFP®

Linea Private Wealth
Management

Jerrí Hewett Miller, CFP®, CFDP, RICP, BFA

Wealth Horizon

Shane Gaddy, CFP®

Strong Gaddy Lee Wealth Management Group

Land Bridgers

Integrated Financial Group

David Gaynes, CFP®, ChFC, CFSTM

Gaynes Financial Services

Karen Lee, CFP®, CLU®, ChFC®, MSFS

Karen Lee and Associates

Don Patrick, MBA

Integrated Financial Group

Morris Shank

Morris Shank Wealth Management

Mark Cross, AIF®

Highland Trust Partners

Pat Hinchey, CFP®

Integrated Financial Partners

Rich Lombardi

Integrated Wealth Strategies

Paul Peeler

Integrated Financial Group

IFG Next Gen Advisory Board

Gary Alpert, CFP®

Gary Alpert & Associates

Terrell Boone, CRPC®

Highlands Wealth Group

Land Bridgers

Integrated Financial Group

Andrews Browne, MBA

Integrated Financial Group

Alyson Skodack Burkett, CRPC®, CFP®

21 Goats Financial Planning

Robert Day

Madison Financial & Associates

Halie Gray, CFP®

Integrated Financial Partners

Mike Irvin, CFP®

Irvin Financial Planning

Don Patrick

Integrated Financial Group

Alyson Skodack Burkett, CRPC®, CFP®

21 Goats Financial Planning

Don Patrick, MBA

Integrated Financial Group

Nicholas Rios

Financial Strategies Group

Paul Peeler

Integrated Financial Group

Download Our Introductory Brochure

Becoming a member of Integrated Financial Group gives you autonomy over your business and your future. Download our brochure to learn more about what it means to join our community.

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