Empowering Independent Financial Planners

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.

IFG Vision

To be known as the premier destination for elite financial planners and business leaders, of which only 5% are qualified to join. All Consortium members will feel connected, whether down the hall or accros the country. We will protect our culture at all costs while we will help every member reach their full potential. In turn, they will impact their family, clients, and community. Our environment of service, hard work, and fun will permeate all our relationships.

IFG Mission

Maintain a greater than 97% retention rate through 2027.

IFG Purpose

To help mankind reach their full potential.

Core Values & Beliefs

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

Kathy Healy, CFP®, MBA

Healy Wealth Management 

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.