A Consortium of Independent Financial Planners
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.
Compare Integrated Financial Group | The Brain Trust with 3 companies in Financial-Services
| Comparison Field |
Integrated Financial Grou...Main Company |
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Focus Financial Netw...View Profile |
4J Wealth ManagementView Profile |
|---|---|---|---|---|
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Founded Year
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— | 1993 | 2018 | |
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Company Size
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— | 2-10 | 201-500 | 2-10 |
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City
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Atlanta, Georgia | Clearwater, Florida | Minneapolis, MN | Alexandria, Virginia |
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Country
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United States | United States | United States | United States |
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Skills & Keywords
Comparing with main company
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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
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6 Total
6 Unique
Unique Skills:
Advanced Portfolio Analytics
Insurance Planning
Investment Consulting
Single Stock Risk Management
Social Security Analysis
Tax-sensitive Investing
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5 Total
5 Unique
Unique Skills:
Customized Portfolio Management
Diversified Wealth Management
Financial Planning
Succession Planning
Worksite Financial Education
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3 Total
3 Unique
Unique Skills:
Asset Management
Estate Planning
Federal Retiree Benefits
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