Press

R. Wayne Martin Chosen to Join The Brain Trust

Thursday, April 06, 2017 Bookmark and Share

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

Integrated Financial Group Named Top Workplace in Atlanta 2017 by Atlanta Journal-Constitution

Monday, April 03, 2017 Bookmark and Share

Integrated Financial Group ranked seventh in The Atlanta Journal-Constitution's Top 75 Small Workplaces in Atlanta for 2017. 

Integrated Financial Group Chosen As One Of Atlanta's Top 25 Finanical Planning & Advisory Firms For 2016

Tuesday, February 28, 2017 Bookmark and Share

Atlanta Business Chronicle ranked Integrated Financial Group among Atlanta's top 25 financial planning and advisory firms for 2016. 

April Giddeons of Highland Trust Earns Registered Paraplanner RP Designation

Thursday, February 16, 2017 Bookmark and Share

April Giddeons of Highland Trust Partners has earned the Registered Paraplanner SM designation from the College for Financial Planning. 

The Brain Trust Holds the Annual 2017 Consortium Retreat

Wednesday, February 15, 2017 Bookmark and Share

80 Advisors from ten states that make up the consortium of LPL Financial and IFG Advisory, LLC, financial advisors and staff converged upon The Westin Atlanta Perimeter North for our annual educational retreat held January 19th thru 20th. 

Integrated Financial Group Participates in 13th Annual Toys for Tots

Tuesday, January 17, 2017 Bookmark and Share

Integrated Financial Group partners with Toys for Tots for 13th annual toy drive to support the United States Marine Corps Reserve. 

William C Evans Chosen to Join The Brain Trust

Friday, October 28, 2016 Bookmark and Share

William "Billy" Evans has joined Jaegaer Capital Management, LLC, in West Columbia, S.C., and in so doing has affiliated his planning practice with Integrated Financial Group, a consortium of professional advisors headquartered in Atlanta, GA. 

Consortium Member Hank Cleare, CFP® Nominated to Alzheimer's Board of Directors

Sunday, October 16, 2016 Bookmark and Share

Consortium Member Hank Cleare, CFP® of Financial Strategies Group in Weston, Florida is pleased to announce his nomination to the Board of Directors for The Alzheimer's Association Southeast Florida Chapter.  Hank will be serving alongside chapter CEO Ann May.

 

Download PDF of announcement here.

 

 

#1-553063

 

Twenty-Five Advisors From Integrated Financial Group Named "2016 FIVE STAR Wealth Manager"

Monday, October 03, 2016 Bookmark and Share

Twenty-five advisors from the Atlanta-based financial services firm of Integrated Financial Group; Gary Alpert, Steve Callaham, Temp Davis, Jack Francisco, Kevin Garrett, Craig Gregozeski, Jerri Hewett Miller, Patrick Hinchey, Howard Katz, Kevin Kelly, Wes Littlejohn, Richard Lombardi, Don Patrick, Angela Rehkop, Sandra Salem, Al Searcy, Mark Smith, Cathy Stevens, Mark Stevens, Michael Tarrant and Connie Weems-Scott have been named in the October issue of Atlanta Magazine, the “2016 FIVE STAR Wealth Managers:  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, Matthew Carpinelli and Jeff Donahue were named in Colorado Biz Magazine as well as Denny Roodman in St. Louis Magazine and Gerald Craig in Charlotte Magazine.  

34 Consortium Members Attend National Financial Services Industry Conference

Friday, September 02, 2016 Bookmark and Share

34 consortium members from Integrated Financial Group recently attended LPL Financial's Focus 2016, one of the financial industry's premier events and the largest annual conference hosted by LPL, the nation's largest independent broker-dealer*.  








TOP 25 FIRM
2004-2015

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Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


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