Deep Resource Pool
Benefit from Our Strategic Partnership with IFG
We are members of a unique consortium of professional, independent financial advisors: Integrated Financial Group (IFG). This powerful network—comprised of more than 50 select advisors from 20 offices in eight states—has a proven record of helping clients pursue their personal and financial goals and is committed to the highest degree of integrity, professional standards and thorough due diligence.
“We often draw from the IFG brain trust to aid in serving highly complex client needs,” Mark said. “IFG provides us with unlimited access to knowledge and experience that complements our own in highly specialized areas of planning.”
- Mark J. Stevens, CFP®, ChFC®
Integrated Financial Group, one of the largest independent financial planning consortiums in the country, pioneered a truly unique concept - what we like to call our “brain trust”. This unique consortium of independent LPL Financial advisors delivers practical, beneficial, and effective financial solutions for the long-term financial planning needs of our clients. In fact, the Integrated Financial Group consortium has attracted some of the best, brightest; most experienced and most educated financial advisors in our profession. As independent advisorswe have access to an entire universe of products, services and programs from which to select for your unique needs.