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Integrated Financial Group
Proud Member of Integrated Financial Group
I believe being independent allows me to offer objective advice to my clients.
But I have also come to understand that being independent does not mean being alone.
In 2015 I was asked to join Integrated Financial Group, one of Atlanta's largest financial planning consortiums. Together we form what we call the Brain Trust, supporting the idea that many minds are greater than one when it comes to financial planning. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent members who believe that our vast collective knowledge and experience can help us provide superior advice to our clients.
My affiliation with this professional group is invaluable; it gives me access to a network of talented, like-minded peers who share strategies, best practices, and advice. My clients benefit from the collective expertise of the Brain Trust in addition to my real financial planning approach.
What is a Consortium? What is the Brain Trust?
Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta which is responsible for over $1.5 billion in brokerage and advisory assets through LPL Financial and over $700 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. With over 80 Consortium Members owning firms across 10 states, we form a diverse, experienced and qualified group of professionals. Each advisor member in the consortium independently owns his or her financial practice, and everyone has their own style and special area of planning expertise. *2016 marks our 13th consecutive year as one of Atlanta’s Top 25 Financial Planning and Advisory Firms. **We were also an Atlanta Journal-Constitution Top Small Workplace for 2015 and 2016.
*Based on assets under advisement since 2004, Atlanta Business Chronicle.
**Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees.
To learn more about the Brain Trust, watch the video below and visit www.TheBrainTrust.net