Our Values

COMMITTED TO STRATEGIES FOR YOUR LIFE


We practice what we preach.

In today's complex world, it's essential to find a financial planner who is dedicated to your lifetime financial wellbeing. It's not enough for advisors to understand the economy and markets; they need to combine their head knowledge with caring, integrity and real-life experience.


As Consortium Members, we have made a lasting commitment to these core values and beliefs:


INTEGRITY

We will conduct ourselves in such a way as to bring honor to our family, clients, associates, friends, and our firm.


CONSIDERATION

We will treat our clients with respect; thoughtful that they are real people with families, needs, goals and feelings, and not just spreadsheets.


MUTUAL RESPECT

We will always do what is right for our clients, peers and staff.


COMPETENCE

We will stay on the leading edge of financial strategies, services and product development.


THE BRAIN TRUST

We believe that many minds are better than one, and the best way to achieve our client’s lifetime financial vision is through shared knowledge and expertise.


PRUDENT JUDGEMENT

We will exercise prudent judgment in all of our recommendations.


FIRST-CLASS SERVICE

We will deliver more than we promise.


ESSENTIAL VALUE

We will provide value through superior advice and service at a fair price.


PROFIT

We expect profit, but profit from work that benefits our clients.


FPA CODE OF ETHICS

We will always abide by the Financial Planning Association (FPA) Code of Ethics. For more information, visit www.fpanet.org/aboutfpa/codeofethics.







TOP 25 FIRM
2004-2017

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


RANKED TOP WORKPLACE 2015-2018





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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.