Integrated Financial Group | The Brain Trust

Integrated Financial Group | The Brain Trust

Financial-Services

Atlanta, Georgia
United States
Company Tagline

A Consortium of Independent Financial Planners

Industry Category
Financial-Services
Company Description

Integrated Financial Group | The Brain Trust is a premier consortium of independent financial planners, based in Atlanta, Georgia. Established in 2003, Integrated Financial Group has consistently championed the fiduciary standard for investment and wealth management, fostering a unique and collaborative environment known as The Brain Trust. This innovative approach integrates the wisdom of experienced advisors with fresh perspectives, ensuring clients receive customized and comprehensive financial planning solutions.

Integrated Financial Group provides premium business support services, regulatory compliance oversight, business consulting, and professional coaching, empowering its members to achieve their full potential. With over 100 advisor members operating across 14 states, Integrated Financial Group manages significant assets, totaling over $4.71 billion in brokerage and advisory assets through LPL Financial and over $3.97 billion in assets under management through IFG Advisory, LLC. Securities are offered through LPL Financial, a registered investment advisor, and advisory services may be offered through LPL Financial or IFG Advisory, LLC.

Integrated Financial Group is dedicated to providing a supportive network for its members while maintaining the highest standards of integrity and client service. The company continuously strives to enhance its offerings and expand its reach, solidifying its position as a leader in the financial planning industry. Interested parties can learn more and connect with Integrated Financial Group through their website at www.integrated-financial-group.com and on social media platforms. We invite you to contact our management team to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Gerald Craig CFP® CLU® ChFC® Kevin Garrett Lesley Hatfield Gary Alpert CFP®

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Compare Integrated Financial Group | The Brain Trust with 3 companies in Financial-Services

4 Companies
Comparison Field
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Founded Year
1993 2018
Company Size
2-10 201-500 2-10
City
Atlanta, Georgia Clearwater, Florida Minneapolis, MN Alexandria, Virginia
Country
United States United States United States United States
Skills & Keywords Comparing with main company
13 Total Skills
financial planning wealth management retirement planning fiduciary standard investment management independent advisors asset management Comprehensive Financial Planning Retirement Planning Wealth Management Customized Financial Plans Independent LPL Financial Advisors Consortium Membership Opportunities
6 Total 6 Unique
Unique Skills:
Advanced Portfolio Analytics Insurance Planning Investment Consulting Single Stock Risk Management Social Security Analysis Tax-sensitive Investing
5 Total 5 Unique
Unique Skills:
Customized Portfolio Management Diversified Wealth Management Financial Planning Succession Planning Worksite Financial Education
3 Total 3 Unique
Unique Skills:
Asset Management Estate Planning Federal Retiree Benefits
4
Total Companies
1993
Oldest Founded
1
Countries
27
Unique Skills

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Alternative Company Names

This company is also known as

Integrated Financial Group | The Brain Trust 集成财务集团 | 智慧之选 (Jíchéng Cáiwù Jítuán | Zhìhuì zhī Xuǎn) इंटीग्रेटेड फाइनेंशियल ग्रुप | द ब्रेन ट्रस्ट (Integrated Financial Group | The Brain Trust) Grupo Financiero Integrado | El Grupo de Pensadores مجموعة الخدمات المالية المتكاملة | مجموعة العقول (Majmūʿat al-Khidmāt al-Māliyyah al-Mutakāmilah | Majmūʿat al-ʿUqūl) সংহত আর্থিক গোষ্ঠী | মস্তিষ্ক ট্রাস্ট (Saṅgata ārcika gósti | Mástika trasta) Groupe Financier Intégré | Le Groupe de Pensée Интегрированная Финансовая Группа | Мозговой Центр (Integrírovannaya Finansovaya Gruppa | Mozgovoy Tsentr) Grupo Financeiro Integrado | O Grupo de Pensadores