INDEPENDENCE MEETS COLLABORATION

Being independent doesn’t necessitate solitude. We take pride in our independence as financial planners because it empowers us to provide honest, personalized advice. However, we’ve realized that operating solo isn’t a prerequisite for independence.

Our Strategic Partner – Integrated Financial Group (IFG)

At Integrated Wealth Strategies, we are proud to call Integrated Financial Group (IFG) our strategic partner. This partnership allows us to leverage a profound pool of resources and professional insights, enhancing our ability to serve our clients effectively. The Brain Trust—a collective of independent, sharp financial planners that form the backbone of IFG—empowers us with collaborative wisdom and comprehensive strategies, ensuring that our advice and solutions are not only tailored but also backed by extensive experience and collective intelligence.

Independent But Not Alone 

Together with IFG, we are dedicated to maintaining the highest standards of financial planning and client service, making every decision with integrity, foresight, and the personalized care our clients deserve.

Our Journey with IFG

As one of the founding financial planners of IFG, I had the privilege of participating in the creation of a powerful consortium. Together, a group of dedicated professionals, including myself, came together because we shared a profound passion for financial excellence and a steadfast commitment to empowering individuals and businesses in managing their finances more effectively. Today, IFG is an organization that prioritizes community, collaboration, client-centric approaches, and sophisticated financial solutions.

Who is Integrated Financial Group?

Today, Integrated Financial Group stands as one of the largest independent financial planning consortiums in Atlanta, overseeing considerable assets and comprising 100+ members across 13 states. This collection of diverse, experienced professionals maintains a tradition of excellence, contributing to our consistent recognition among Atlanta’s top financial planning and advisory firms and as a top small workplace.

IFG’s members own businesses across twelve states totaling over $2.49 billion in brokerage and advisory assets through LPL Financial and over $3.25 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 12/31/2023.

To learn more about IFG visit www.integrated-financial-group.com.