Don Patrick, MBA

Founder & Chief Strategy Officer

Don brings over four decades of experience advising and coaching individuals, professionals, and businesses in a wide range of financial matters from risk management, investments, and taxes, to general business consulting. As a business consultant to wealth managers, his overriding focus is to help advisors grow their business, run efficient practices, make more money, and have fun.

Under Don’s leadership, Integrated Financial Group has become one of the largest independent financial planning consortiums in Atlanta, with nearly $5.5 billion in brokerage and advisory assets through LPL Financial. With over 90 Consortium Members independently owning firms across 10 states, IFG forms a diverse, experienced and qualified group of professionals who deliver sound financial advice and strategies.

An aeronaut who’s been flying since age 16, Don has logged 12,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs. Don is also an avid golfer. He and his wife Eve reside in the Atlanta metropolitan area.

Recent successes include:

  • Author of Keep Your Nest Egg From Cracking (What You Need to Know)
  • Articles published in The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, US News and World Report
  • Our company was ranked 4th Top Small Workplace in Atlanta for 2020 by The Atlanta Journal-Constitution*

EDUCATION/CERTIFICATION

  • MBA in Finance, University of Southern California
  • BBA Finance/Economics, Loyola University, Los Angeles

*Nominees selected based on survey of employees measuring qualities such as leadership, compensation and training, workplace flexibility, and diversity.

Don Patrick, MBA

Founder & Chief Strategy Officer

Don brings over four decades of experience advising and coaching individuals, professionals, and businesses in a wide range of financial matters from risk management, investments, and taxes, to general business consulting. As a business consultant to wealth managers, his overriding focus is to help advisors grow their business, run efficient practices, make more money, and have fun.

Under Don’s leadership, Integrated Financial Group has become one of the largest independent financial planning consortiums in Atlanta, with nearly $5.5 billion in brokerage and advisory assets through LPL Financial. With over 90 Consortium Members independently owning firms across 10 states, IFG forms a diverse, experienced and qualified group of professionals who deliver sound financial advice and strategies.

An aeronaut who’s been flying since age 16, Don has logged 12,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs. Don is also an avid golfer. He and his wife Eve reside in the Atlanta metropolitan area.

Recent successes include:

  • Author of Keep Your Nest Egg From Cracking (What You Need to Know)
  • Articles published in The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, US News and World Report
  • Our company was ranked 4th Top Small Workplace in Atlanta for 2020 by The Atlanta Journal-Constitution*

EDUCATION/CERTIFICATION

  • MBA in Finance, University of Southern California
  • BBA Finance/Economics, Loyola University, Los Angeles

*Nominees selected based on survey of employees measuring qualities such as leadership, compensation and training, workplace flexibility, and diversity.

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TOP 25 FIRM
2004-2020

Top Ranked Workplace
2015-2021

Top 25 Firm
2004-2020

TOP RANKED WORKPLACE
2015-2021

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.