Our Advisors

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.



Alabama

[top]
Magnolia Financial Group
Auburn, AL
Consortium Member Since 2016


Arkansas

[top]
Mackey Investment Group
Little Rock, AR
Consortium Member Since 2017


Colorado

[top]
AFC Wealth Management Group
Lakewood, CO
Consortium Member Since 2011

Donaco Financial Services
Golden, CO
Consortium Member Since 2011


Florida

[top]
Financial Strategies Group, Inc.
Weston, FL
Consortium Member Since 2003

Integrated Financial Group, Port Charlotte, FL
Consortium Member Since 2016
Financial Strategies Group, Inc.
Weston, FL
Consortium Member Since 2003


Georgia

[top]
Magnolia Financial Group
Atlanta, GA
Consortium Member Since 2015

Integrated Financial Group, Atlanta, GA
Consortium Member Since 2017

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2016

Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

Highland Trust Partners, LLC
Athens, GA
Consortium Member Since 2015

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Linea Private Wealth Management
Atlanta, GA
Consortium Member Since 2014

Madison Financial and Associates
Acworth, GA
Consortium Member Since 2016

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2010

Squire Asset Management, llc
Atlanta, GA
Consortium Member Since 2014

Healy Wealth Management
Atlanta, GA
Consortium Member Since 2013

Wealth Horizon, Inc.
Duluth, GA
Consortium Member Since 2014

Legacy Capital Advisors, LLC
Hiawassee, GA
Consortium Member Since 2015

DH Christopher Wealth Management
Johns Creek, GA
Consortium Member Since 2015

Legacy Capital Advisors, LLC
Atlanta, GA
Consortium Member Since 2013

Live Oak Financial Services, LLC
Savannah, GA
Consortium Member Since 2008

Karen Lee and Associates, LLC
Atlanta, GA
Consortium Member Since 2003

marathon financial strategies
Atlanta, GA
Consortium Member Since 2014

Wealth Horizon, Inc.
Duluth, GA
Consortium Member Since 2016

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2017

Highland Trust Partners, LLC
Athens, GA
Consortium Member Since 2015

Balance Wealth Partners
Kennesaw, GA
Consortium Member Since 2017

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2005

Searcy, Weems-Scott & Quinn
Atlanta, GA
Consortium Member Since 2003

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Stevens Wealth Strategies
Atlanta, GA
Consortium Member Since 2003

Milestone Investment Management, LLC
Carrollton, GA
Consortium Member Since 2013

Atlanta Retirement Partners
Atlanta, GA
Consortium Member Since 2016

Searcy, Weems-Scott & Quinn
Atlanta, GA
Consortium Member Since 2003

Gary Alpert & Associates
Atlanta, GA
Consortium Member Since 2014

NIDA Financial Group
Cartersville, GA
Consortium Member Since 2017

WHB Wealth Management Group, LLC
Milledgeville, GA
Consortium Member Since 2015

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2017

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2010

Cloud Family Wealth Management
Atlanta, GA
Consortium Member Since 2017

Highland Trust Partners, LLC
Athens, GA
Consortium Member Since 2015

Integrated Financial Partners
McDonough, GA
Consortium Member Since 2003

Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

Gaynes Financial Services, Inc.
Atlanta, GA
Consortium Member Since 2003

Atlanta Retirement Partners
Atlanta, GA
Consortium Member Since 2014

Healy Wealth Management
Atlanta, GA
Consortium Member Since 2013

Integrated Financial Partners
McDonough, GA
Consortium Member Since 2003

Integrated Financial Group
Columbus, GA
Consortium Member Since 2012

Linea Private Wealth Management
Atlanta, GA
Consortium Member Since 2014

Legacy Capital Advisors, LLC
Atlanta, GA
Consortium Member Since 2013

North Georgia Wealth Management Group
Dahlonega, GA
Consortium Member Since 2014

Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

Integrated Wealth Strategies
Atlanta, GA
Consortium Member Since 2003

RWM Wealth Management
St. Simons Island, GA
Consortium Member Since 2017

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

NIDA Financial Group
Cartersville, GA
Consortium Member Since 2017

Highland Trust Partners
Athens, GA
Consortium Member Since 2015

Searcy, Weems-Scott & Quinn
Atlanta, GA
Consortium Member Since 2017

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Atlanta Retirement Partners
Atlanta, GA
Consortium Member Since 2017

R. M. Smith & Associates, Inc.
Atlanta, GA
Consortium Member Since 2014

Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2015


Mississippi

[top]
Natchez Wealth Management
Natchez, MS
Consortium Member Since 2014

Natchez Wealth Management
Natchez, MS
Consortium Member Since 2014
WealthPoint Investment Management
Ridgeland, MS
Consortium Member Since 2016

WealthPoint Investment Management
Ridgeland, MS
Consortium Member Since 2015


Missouri

[top]
Integrated Financial Group
St. Louis, MO
Consortium Member Since 2006

Morris Shank Wealth Management
St. Louis, MO
Consortium Member Since 2006
Sachs Wealth Management
St. Louis, MO
Consortium Member Since 2018

Integrated Financial Group
St. Louis, MO
Consortium Member Since 2016




New York

[top]
The Gunther Group
Norwich, NY
Consortium Member Since 2008



North Carolina

[top]
Envision Wealth Partners
Raleigh, NC
Consortium Member Since 2015

Carolina Planning Consultants, LLP
Concord, NC
Consortium Member Since 2016

Mosaic Capital Management

Winston-Salem, NC
Consortium Member Since 2003

Panoptic Capital Management, LLC
Winston-Salem, NC
Consortium Member Since 2014


Mosaic Capital Management, LLC
Hickory, NC
Consortium Member Since 2005


Collins Wealth Management
Goldsboro, NC
Consortium Member Since 2014


Envision Wealth Partners
Graham, NC
Consortium Member Since 2015

Panoptic Capital Management, LLC
Winston-Salem, NC
Consortium Member Since 2014


Winston Wealth Management, LLC
Winston-Salem, NC
Consortium Member Since 2003

Envision Wealth Partners
Graham, NC
Consortium Member Since 2015

South Carolina

[top]
Pinnacle Wealth Management
Mauldin, SC
Consortium Member Since 2018

Pinnacle Wealth Management
Mauldin, SC
Consortium Member Since 2017

Pinnacle Wealth Management
Mauldin, SC
Consortium Member Since 2017



Wisconsin

[top]
Integrated Financial Group
Middleton, WI
Consortium Member Since 2003



Our Associates

Quick Search



Colorado

[top]
Donaco Financial Services, Golden, CO
Consortium Member Since 2011

Florida

[top]
Financial Strategies Group, Weston, FL
Consortium Member Since 2015
Financial Strategies Group, Weston, FL
Consortium Member Since 2013

Georgia

[top]
Integrated Financial Group, Atlanta, GA
Consortium Member Since 2015
Strong Gaddy Lee Wealth Management Group, Gainesville, GA
Consortium Member Since 2017
North Georgia Wealth Management Group Dahlonega, GA
Consortium Member Since 2016

Karen Lee and Associates, Atlanta, GA
Consortium Member Since 2015

Live Oak Financial Services, Savannah, GA
Consortium Member Since 2008
Magnolia Financial Group Atlanta, GA
Consortium Member Since 2015

Integrated Wealth Strategies, Atlanta, GA
Consortium Member Since 2004
Cloud Family Wealth Management, Atlanta, GA
Consortium Member Since 2017
Healy Wealth Management, Gary Alpert & Associates, Atlanta, GA
Consortium Member Since 2017

Integrated Financial Group of Columbus, Columbus, GA
Consortium Member Since 2016
Madison Financial and Associates, Acworth, GA
Consortium Member Since 2016
Atlanta Retirement Partners, Atlanta, GA
Consortium Member Since 2014

Atlanta Retirement Partners, Atlanta, GA
Consortium Member Since 2015
Nida Financial Group
Cartersville, GA
Consortium Member Since 2017
Wealth Horizon, Inc.
Duluth, GA
Consortium Member Since 2014

Gaynes Financial Services, Inc
Atlanta, GA
Consortium Member Since 2003
Highland Trust Partners, LLC, Atlanta, GA
Consortium Member Since 2015
Integrated Financial Group Atlanta, GA
Consortium Member Since 2015

Integrated Financial Partners, McDonough, GA
Consortium Member Since 2017
Integrated Financial Partners, McDonough, GA
Consortium Member Since 2003
Highland Trust Partners, LLC, Atlanta, GA
Consortium Member Since 2015

Linea Private Wealth Management, LLC., Atlanta, GA
Consortium Member Since 2014
WHB Wealth Management Group LLC, Milledgeville, GA
Consortium Member Since 2015
Legacy Capital Advisors, LLC, Atlanta, GA
Consortium Member Since 2013

Karen Lee and Associates, Atlanta, GA
Consortium Member Since 2018
North Georgia Wealth Management Group, LLC, Dahlonega, GA
Consortium Member Since 2017
Searcy, Weems-Scott & Quinn Atlanta, GA
Consortium Member Since 2015

Linea Private Wealth Management, Atlanta, GA
Consortium Member Since 2014
Integrated Financial Group, Atlanta, GA
Consortium Member Since 2018
Gaynes Financial Services, Inc., Atlanta, GA
Consortium Member Since 2017

Gaynes Financial Services, Inc. Atlanta, GA
Consortium Member Since 2013
Milestone Investment Management, Carrollton, GA
Consortium Member Since 2013
Gaynes Financial Services, Inc., Atlanta, GA
Consortium Member Since 2015

Integrated Financial Group, Marietta, GA
Consortium Member Since 2009
Searcy, Weems-Scott & Quinn, Atlanta, GA
Consortium Member Since 2003
Milestone Investment Management, Carrollton, GA
Consortium Member Since 2013

Strong Gaddy Lee Wealth Management Group, Gainesville, GA
Consortium Member Since 2017
Strong Gaddy Lee Wealth Management Group, Gainesville, GA
Consortium Member Since 2017
Nida Financial Group, Cartersville, GA
Consortium Member Since 2017

Mississippi

[top]
WealthPoint Investment Management
Ridgeland, MS
Consortium Member Since 2015

WealthPoint Investment Management
Ridgeland, MS
Consortium Member Since 2016

Natchez Wealth Management
Natchez, MS
Consortium Member Since 2014

Missouri

[top]
Integrated Financial Group - St. Louis, St. Louis, MO
Consortium Member Since 2007
Integrated Financial Group - St. Louis, St. Louis, MO
Consortium Member Since 2006
Integrated Financial Group - St. Louis, St. Louis, MO
Consortium Member Since 2013

New York

[top]
The Gunther Group,
Norwich, NY
Consortium Member Since 2011
The Gunther Group,
Norwich, NY
Consortium Member Since 2008
The Gunther Group,
Rome, NY
Consortium Member Since 2011

North Carolina

[top]
Envision Wealth Partners, Raleigh, NC

Consortium Member Since 2015
Collins Wealth Management, Goldsboro, NC

Consortium Member Since 2014
Winston Wealth Management, Winston Salem, NC
Consortium Member Since 2012

Envision Wealth Partners, Graham, NC

Consortium Member Since 2015
Panoptic Capital Management, Winston-Salem, NC
Consortium Member Since 2014
Mosaic Capital Management, Winston-Salem, NC

Consortium Member Since 2016

Carolina Planning Consultants, Concord, NC

Consortium Member Since 2016
Collins Wealth Management, Goldsboro, NC

Consortium Member Since 2014
Carolina Planning Consultants, LLP, Concord,
NC
Consortium Member Since 2016

Collins Wealth Management, Goldsboro,
NC
Consortium Member Since 2014



OUR EXECUTIVE TEAM

Quick Search



Georgia

[top]
Assistant to the Operations Manager
Atlanta, GA
Consortium Member Since 2013
Operations Manager
Atlanta, GA
Consortium Member Since 2003
Executive Assistant
to Don Patrick

Atlanta, GA
Consortium Member Since 2003

Administrative Assistant & Transition Specialist
Atlanta, GA
Consortium Member Since 2009
Administrative Assistant - Virtual Assistant Program
Atlanta, GA
Consortium Member Since 2014
LPL Registered Administrative Assistant
Atlanta, GA
Consortium Member Since 2017

Compliance Specialist
Atlanta, GA
Consortium Member Since 2017
Chief Compliance Officer
Atlanta, GA
Consortium Member Since 2003
Director of Trading Operations/Compliance Principal
Atlanta, GA
Consortium Member Since 2014

Trading Associate
Atlanta, GA
Consortium Member Since 2017
Trading Assistant
Atlanta, GA
Consortium Member Since 2018
Marketing Assistant
Atlanta, GA
Consortium Member Since 2015

Director of Marketing
Atlanta, GA
Consortium Member Since 2017

Co-Chief Operating Officer
Atlanta, GA
Consortium Member Since 2013
CFO
Atlanta, GA
Consortium Member Since 2003

President and CEO
Atlanta, GA
Consortium Member Since 2003







TOP 25 FIRM
2004-2016

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED #4 SMALL COMPANY TO WORK FOR IN ATLANTA





Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. 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.