We believe many minds are better than one when it comes to financial planning.

Work With A Dedicated Financial Professional

Integrated Financial Group (IFG) is a consortium of independent financial planners. At IFG, we believe it’s our job to provide the resources for our advisor members to thrive. We think our members are at their best when they are with their clients, helping their clients, and discovering new clients. Our goal is to remove obstacles that take time away from these three priorities.

On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas for their clients’ benefit. It’s called the Brain Trust, where the wisdom and experience of tenured advisors merge with fresh, new ideas from the younger ones. With 90+ Consortium Members independently owning firms across 8 states, we form a diverse, experienced, and qualified group of professionals delivering customized financial services.

How You Benefit By Working With The Brain Trust

When clients retain an advisor member of IFG, they can rest assured they are dealing with an advisor who has passed a rigorous vetting process. IFG maintains strict requirements for all advisors who are allowed to join. In fact, we turn down over 90 percent of the advisors we interview. Factors such as experience, professional designations and education, a disciplined financial planning process, excellent client service standards, and adherence to the consortium’s ethical guidelines are just a few.

We invite members to gather annually at IFG’s 2-day company conference to learn from respected industry thought leaders outside our organization and from each other. Many advisors also form smaller Mastermind Groups that meet throughout the year to discuss cases, gain insight, and share best practices.

Collectively, IFG offers over 1000 years of financial planning and investment management experience to its members. We also support them with an in-house team of experienced industry professionals who empower members to reach their full potential by streamlining daily business operations. As a result, IFG advisors have more focused time for their clients and family.

We Keep Advisors Connected Across The Country

IFG has 90+ Advisor Members who independently own firms across 8 states.


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Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. 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.