WE CALL OURSELVES THE BRAIN TRUST
We are pioneers.
In 2003, we had a groundbreaking idea. Why not create a culture where proven, independent financial advisors have the opportunity to share expertise, premier office space and top-notch administrative staff while still maintaining their own private practices and specialized areas of planning? Independence, after all, has its perks. It allows us to source retirement and investment strategies that fit each individual client's goals. As independent LPL Financial Advisors, we are not captive to Wall Street’s agenda. However, because in today’s complex world we know that many minds are better than one, we joined forces and formed the Consortium.
We love what we do.
Since its inception, the Consortium has maintained a culture of passionate, independent financial advisors who support the notion that many minds are greater than one. We call this Consortium of expertise The Brain Trust. Our job is to take your vision and lay the foundation for a customized, comprehensive financial plan that helps guide you towards financial success. And when it's in your best interest, we call on our team of diverse professionals within the Consortium for their expertise and perspective.
When you retain the services of a Consortium Member, be assured you are dealing with an LPL Financial Advisor that has passed an extensive vetting process. We maintain strict requirements for those associated with Integrated Financial Group. Membership is based on:
- Experience, professional designations & education
- Passion towards their clients and their profession
- Dedication to a 6-step comprehensive financial planning process
- Excellence in client service standards & professional advice
- Adherence to the Consortium’s ethical guidelines
- Shared philosophies & professional standards
- Advisory Board interviews
Today, we are 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 80 Consortium Members independently owning firms across 10 states, we form a diverse, experienced and qualified group of professionals to deliver sound investment advice and financial strategies for your life. If you want a sound financial plan for life, get connected with The Brain Trust today.
*Based on assets under advisement since 2004, Atlanta Business Chronicle.