GO INDEPENDENT, BUT DON’T GO IT ALONE
The registered individuals with the consortium are financial advisors and financial planners with LPL Financial,
a Registered Investment Advisor. #1-249747
ADVISORS TALK ABOUT BEING INDEPENDENT BUT NOT ALONE
A NOTE FROM OUR EXECUTIVE TEAM
Have you heard these sayings before?
Iron sharpens iron.
One person cannot know it all.
Many minds are better than one.
A team working together will accomplish more than any individual ever could.
At Integrated Financial Group, we believe these principles are true, and we see them at work every day. In fact, our founders’ vision for the Consortium evolved from this mindset.
Before 2003, the question was this: What if an environment existed where independent financial planners could run their own businesses and have their own clients, but also get the benefit of working with like-minded peers?
This vision became a reality when the Consortium was created. Over the past 12 years, Integrated Financial Group truly has become "a group of companies formed to undertake an enterprise beyond the resources of any one member."
Today, Integrated Financial Group is made up of 80 Consortium Members independently owning firms across 10 states with over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. It works like this: on a day-to-day basis, our members collaborate and share ideas. We call ourselves the Brain Trust, and it’s as if each advisor has their own think tank working for them. We integrate the wisdom and experience of our tenured advisors with fresh, new ideas from our younger advisors and everyone benefits—including families and clients.
As the Executive Team, it’s our job to provide the resources and foster the culture for our vision to thrive. We believe that our advisors are at their best when they’re with their clients, helping their clients, and discovering new clients. Our goal is to remove obstacles that take time away from these three priorities.
We offer many customized supports and services including: an annual company retreat, study groups, HR, benefits, business consulting, compliance & supervision, technology, marketing, and much more. If you’re independent already, or considering independence, we encourage you to take a closer look at our Consortium.
Sound too good to be true? Let's start the conversation and see if we’re the right fit for each other.
Integrated Financial Group is looking for:
- Advisors who are willing to share their knowledge and experiences
- Advisors who are willing to care for each other
- Advisors who want to build their businesses
- Advisors who are deeply committed to helping their clients