Press

Integrated Financial Group #13 on Atlanta Business Chronicle's Top 25 Financial Planning & Advisory Firms List

Tuesday, October 10, 2017 Bookmark and Share

Atlanta Business Chronicle’s September 19 edition features the list of Atlanta’s Top 25 Financial Planning and Advisory Firms. The list names Integrated Financial Group as the thirteenth largest firm in Atlanta. 

Twenty-four Advisors from Integrated Financial Group Named "2017 FIVE STAR Wealth Managers"

Thursday, September 28, 2017 Bookmark and Share

Twenty-one advisors from the Atlanta-based financial services firm of Integrated Financial Group; Trent Adams, Steve Callaham, Justin Davidson, Temp Davis IV, Robert Day, Jack Francisco, Kevin Garrett, Craig Gregozeski, Kathy Healy, Jerri Hewett Miller, Patrick Hinchey, Howard Katz, Kevin Kelly, Karen Lee, Wes Littlejohn, Richard Lombardi, Chuck Nida, Angela Rehkop, Sandra Salem, Mark Smith, and Connie Weems-Scott have been named in the October issue of Atlanta Magazine, the "2017 FIVE STAR. Atlanta Magazine formed a partnership with QMI Research, an independent research firm, to identify the wealth managers serving the Atlanta area. Earlier this year, Consortium members, Jeff Donahue was named in Colorado Biz Magazine as well as Denny Roodman and Morris Shank in St. Louis Magazine.  

Justin Burgess Chosen to Join The Brain Trust

Friday, September 08, 2017 Bookmark and Share

Justin Burgess has affiliated his planning practice with Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA. 

Corey Myers Chosen to Join The Brain Trust

Friday, September 01, 2017 Bookmark and Share

Corey Myers has affiliated his financial planning practice, Pinnacle Wealth Management, with Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA. 

Micah Valentine Chosen to Join The Brain Trust

Tuesday, August 15, 2017 Bookmark and Share

Micah Valentine has affiliated his financial planning practice, Pinnacle Wealth Management, with Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA. 

Brian Quinn Chosen to Join The Brain Trust

Monday, June 12, 2017 Bookmark and Share

Brian Quinn has joined the planning firm of Searcy, Weems-Scott & Quinn and Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA.

 

Download PDF of announcement here.

 

#1-619662

 

Strong Gaddy Lee Wealth Management Group Chosen to Join The Brain Trust

Monday, June 12, 2017 Bookmark and Share

Charlie Strong, M. Shane Gaddy, Kelly Lee and Kyle Bochat have affiliated their financial planning practice, Strong Gaddy Lee Wealth Management Group with Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA. 

Atlanta BusinessChronicle Named Donald W. Patrick 2017 Financial Quarterly Who's Who

Tuesday, May 23, 2017 Bookmark and Share

Atlanta Business Chronicle's named Donald W. Patrick, managing director for Integrated Financial Group, among the areas top 100 leaders and influencers in the finance and banking industries in 2017. 

Tripp Mullen Chosen to Join The Brain Trust

Friday, May 19, 2017 Bookmark and Share

Tripp Mullen has affiliated his planning practice with Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA. 

Prominent Atlanta Planning and Advisory Firm Helping Advisors Reach Full Potential With New Hire Kenny Miley

Thursday, April 27, 2017 Bookmark and Share

Following an extensive mutual selection process, Kenny Miley has been hired as Vice President of Business Development at Integrated Financial Group, a consortium of independent financial planners. 








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





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