Integrated Financial Group

The Power of Affiliation

I believe being an independent financial planner allows me to offer objective advice to my clients.

But, I have also come to understand that being independent does not mean being alone.

I was asked to join Integrated Financial Group, one of the nation’s largest financial planning consortiums. Together we form what we call the Brain Trust, supporting the idea that many minds are greater than one when it comes to financial planning. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent members who believe that our vast collective knowledge and experience can help us provide superior advice to our clients.

What is a Consortium? What is the Brain Trust?

Integrated Financial Group (IFG) is a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors is integrated with fresh, new ideas from younger ones.

Since 2003, IFG has fostered this environment and at the same time offered premium business support services, regulatory compliance oversight, business consulting, and professional coaching to help advisors reach their full potential. Integrated Financial Group’s 90+ advisor members own businesses across 10 states totaling over $2.7 billion in brokerage and advisory assets through LPL Financial and over $2.3 billion in assets under management through its separate Registered Investment Advisor (RIA), IFG Advisory, LLC as of 1/7/2021.

Learn more about IFG at