Smarter systems
Faster growth
We’re here to help
Committed to your success
Gain the support you need without sacrificing your independence.
BRANDING & MARKETING
Grow your client base with strategic marketing support
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



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
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.