Independent Financial Planning Services

Smarter systems
Faster growth

Committed to your success

Gain the support you need without sacrificing your independence.

With IFG, you gain the tools and support to grow your practice while staying fully in control of your business. Our in-house teams handle marketing, compliance, operations, HR, and more, freeing you to focus on what matters most—your clients.

BRANDING & MARKETING

Grow your client base with strategic marketing support

We help our advisors hone in on proven marketing strategies, branding resources, and innovative creative services designed to fuel growth. From website redesigns to targeted digital campaigns, we connect advisors to hand-picked marketing professionals that offer the right tools for attracting new clients and strengthening your market presence — all at a fraction of the cost of hiring a full-service agency.

ADVISOR DEVELOPMENT

Strategic support to help you reach your full potential

At IFG, our Advisor Development team is dedicated to empowering you at every stage of your journey. From enhancing your financial planning expertise to mastering the complexities of business ownership, we’re here to guide you. Through personalized coaching, skill-building workshops, and one-on-one mentorship, our team provides the insights and tools you need to thrive not only as a trusted advisor but as a confident business leader. As your partner, we’re committed to helping you navigate challenges, grow sustainably, and build a resilient practice that aligns with your vision for success.

OPERATIONAL SUPPORT

Streamline the operations of your business

From managing payroll and benefits administration to handling hiring and staff relations, we cover the essential yet time-consuming HR and operational tasks that keep your practice running smoothly. With our support in areas like group health insurance and day-to-day logistics, you can delegate the details and focus on what matters most: delivering exceptional service and achieving your business goals.

TRANSITION SUPPORT

Take the next step with confidence.

At Integrated Financial Group, we make transitioning your practice simple and stress-free. Whether you’re expanding your independent practice, seeking a strategic partnership, or leaving the wirehouse behind, our Transition Support Team is here to guide you. With resources for strategic planning, onboarding, and expert logistical support, we help you achieve your vision while maintaining strong client relationships.

The Brain Trust

Unlock the power of collective expertise

The IFG Brain Trust is a collaborative community of experienced advisorsThe IFG Brain Trust is a collaborative community of experienced advisors who openly share strategies, insights, and hard-earned lessons. Whether you’re navigating growth challenges, expanding your services, or refining client experiences, the Brain Trust connects you with peers who’ve walked in your shoes. Through Mastermind Groups, an annual retreat, and ongoing discussions, you’ll gain fresh ideas, avoid pitfalls, and unlock opportunities to help your practice thrive. who openly share strategies, insights, and hard-earned lessons. Whether you’re navigating growth challenges, expanding your services, or refining client experiences, the Brain Trust connects you with peers who’ve walked in your shoes. Through Mastermind Groups, annual retreats, and ongoing discussions, you’ll gain fresh ideas, avoid pitfalls, and unlock opportunities to help your practice thrive.

INDEPENDENT FINANCIAL PLANNING TEAMS

COMBINED ASSETS

$ 0 B+

Innovative solutions to drive your growth

We know today’s advisors need more than tools—they need systems that let them focus on serving clients and growing their business. Our integrated technology solutions make it easier to manage relationships, streamline workflows, and seize new opportunities, giving you the freedom to work smarter from anywhere.

Maintain compliance with ease

Our Compliance Team knows our financial planners’ businesses intimately. They are proactive in communications and providing solutions. As your advocates, they’ll help you navigate the industry’s moving parts and keep up with the complicated, ever-changing regulations in order to stay compliant and mitigate risk.

Cutting-edge technology solutions

We’re committed to empowering advisors with modern, efficient, and scalable technology. Through our enterprise agreements with leading tools like Wealthbox and Nitrogen, and access to LPL’s ClientWorks platform, we deliver a comprehensive tech stack designed to streamline your practice.

Marketing for Financial Planners: How to Attract & Win More Clients

The success of your independent financial practice relies heavily on how much effort you put into your marketing plan. Learn actionable tips for marketing your practice by downloading our blueprint.

Smarter systems Faster growth

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