Broker Check

Integrated Financial Group

It is our belief that being independent allows us to offer objective advice to our clients, but we have also come to understand that being independent does not mean being alone.



WHAT IS A CONSORTIUM? WHAT IS THE BRAIN TRUST?

Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta* which is responsible for over $2.9 billion in brokerage and advisory assets through LPL Financial and over $750 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. With over 80 Consortium Members owning firms across 10 states, we form a diverse, experienced, and qualified group of professionals. Each advisor member in the consortium independently owns his or her financial practice, and everyone has their own style and special area of planning expertise. Twenty seventeen marks the 14th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms. Integrated Financial Group is also an **Atlanta Journal-Constitution Top Small Workplace for 2015 and 2016.

*Based on assets under advisement since 2004, Atlanta Business Chronicle.
**Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees.

To learn more about the Brain Trust, watch the video below and visit www.TheBrainTrust.net