Our Advisors

Quick Search

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


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

Financial Strategies Group, Weston, FL
Consortium Member Since 2013

Georgia

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

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2016

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

Integrated Financial Partners
Stockbridge, GA
Consortium Member Since 2003

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

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
Stockbridge, 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

marathon financial strategies
Atlanta, GA
Consortium Member Since 2014

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

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

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2005

Financial Care Providers
Atlanta, GA
Consortium Member Since 2010

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

Atlanta Retirement Partners
Atlanta, GA
Consortium Member Since 2017

Stevens Wealth Strategies
Atlanta, GA
Consortium Member Since 2003

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2015

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

Gary Alpert & Associates
Atlanta, GA
Consortium Member Since 2014

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

Karen Lee & Associates, LLC
Atlanta, GA
Consortium Member Since 2010

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

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

Integrated Wealth Strategies
Atlanta, GA
Consortium Member Since 2003

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Highland Trust Partners
Athens, GA
Consortium Member Since 2015

Legacy Capital Advisors
Atlanta, GA
Consortium Member Since 2015

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

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

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

Atlanta Retirement Partners
Atlanta, GA
Consortium Member Since 2016


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


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


New York

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



North Carolina

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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

Envision Wealth Partners
Graham, NC
Consortium Member Since 2015

Collins Wealth Management
Goldsboro, NC
Consortium Member Since 2014

Sovereign Investment Group Wealth Management
Mooresville, NC
Consortium Member Since 2015

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


South Carolina

[top]
Jaeger Capital Management, LLC
West Columbia, SC
Consortium Member Since 2016

Jaeger Capital Management, LLC
West Columbia, SC
Consortium Member Since 2016

Jaeger Capital Management, LLC
West Columbia, SC
Consortium Member Since 2016

Jaeger Capital Management, LLC
West Columbia, SC
Consortium Member Since 2016


Wisconsin

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



OUR ADMINISTRATIVE ASSISTANTS

Quick Search



Colorado

[top]
AFC Wealth Management Group, Lakewood, CO
Consortium Member Since 2012
Donaco Financial Services, Golden, CO
Consortium Member Since 2011

Florida

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

Georgia

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

Wealth Horizon, Inc.
Duluth, GA
Consortium Member Since 2014
Highland Trust Partners, LLC, Atlanta, GA
Consortium Member Since 2015
Integrated Financial Partners, Stockbridge, GA
Consortium Member Since 2012

Integrated Financial Group Atlanta, GA
Consortium Member Since 2015
Integrated Financial Partners, Fayetteville, 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
Integrated Financial Group, Atlanta, GA
Consortium Member Since 2013
Integrated Financial Group, Atlanta, GA
Consortium Member Since 2015

WHB Wealth Management Group LLC, Milledgeville, GA
Consortium Member Since 2015
Legacy Capital Advisors, LLC, Atlanta, GA
Consortium Member Since 2013
North Georgia Wealth Management Group, Dahlonega, GA
Consortium Member Since 2015

Searcy, Weems-Scott & Associates Atlanta, GA
Consortium Member Since 2015
Linea Private Wealth Management, Atlanta, GA
Consortium Member Since 2014
Stevens Wealth Strategies, Inc. Atlanta, GA
Consortium Member Since 2014

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 and Associates, Atlanta, GA
Consortium Member Since 2003
Milestone Investment Management, Carrollton, GA
Consortium Member Since 2013

North Georgia Wealth Management Group Dahlonega, GA
Consortium Member Since 2016


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
Sovereign Investment Group, Mooresville, NC

Consortium Member Since 2015
Collins Wealth Management, Goldsboro, NC

Consortium Member Since 2014

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
Sovereign Investment Group, Mooresville, NC
Consortium Member Since 2015

Collins Wealth Management, Goldsboro,
NC
Consortium Member Since 2014
Winston Wealth Management, Winston Salem, NC
Consortium Member Since 2012
Carolina Planning Consultants, LLP, Concord,
NC
Consortium Member Since 2016

Sovereign Investment Group, Mooresville,
NC
Consortium Member Since 2017

South Carolina

[top]
Jaeger Capital Management, LLC
West Columbia, SC
Consortium Member Since 2016
Jaeger Capital Management, LLC
West Columbia, SC
Consortium Member Since 2016


OUR EXECUTIVE TEAM

Quick Search



Georgia

[top]
Operations Manager
Atlanta, GA
Consortium Member Since 2003
Assistant to the Operations Manager
Atlanta, GA
Consortium Member Since 2013
Administrative Assistant & Transition Specialist
Atlanta, GA
Consortium Member Since 2009

Administrative Assistant - Virtual Assistant Program
Atlanta, GA
Consortium Member Since 2006
Administrative Assistant - Virtual Assistant Program
Atlanta, GA
Consortium Member Since 2014
LPL Registered Administrative Assistant
Atlanta, GA
Consortium Member Since 2017

CFO
Atlanta, GA
Consortium Member Since 2003
Executive Assistant to Don Patrick
Atlanta, GA
Consortium Member Since 2003
Trade Operations and Compliance Specialist
Atlanta, GA
Consortium Member Since 2014

President and CEO
Atlanta, GA
Consortium Member Since 2003
Co-Chief Operating Officer
Atlanta, GA
Consortium Member Since 2013
Chief Compliance Officer
Atlanta, GA
Consortium Member Since 2003

Vice President of Business Development
Atlanta, GA
Consortium Member Since 2017






TOP 25 FIRM
2004-2015

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





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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.