Your Trusted Partner to Launch, Grow, and Monetize Your Business
Innovative Financial Group (IFG) is a premier Office of Supervisory Jurisdiction (OSJ) dedicated to serving independent financial advisors nationwide. As one of the largest firm enterprises affiliated with Osaic Wealth, we specialize in helping advisors launch, grow, and ultimately monetize their businesses through thoughtful succession planning.
Our History
Meet Brian Heapps, President and CEO
Our job is to be your partner, advocate, and resource — helping you stay fiercely independent and focused on what matters most. If we ever fall short and aren’t earning your business, you’re free to walk away, no questions asked.
- Brian Heapps
Michaela F. Scott, MSFS, CFP®, RICP®, AIF®, C(k)P®, CPFA; The Strategic Retirement Benefits Group
“We opted to join and remain affiliated with IFG due to their steadfast commitment to our success. They use their influential stance within one of the largest independent broker-dealers to advocate for me, my team and fellow advisors. Their values align with ours leaving no doubt about their intentions and sincerity. It is truly 1+1=3 with the team at IFG.”
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Lucas Lawson, CLU®; NFocus Financial Partners
“IFG has an A-team of industry professionals who were instrumental in the execution of my firm’s succession plan. Their support and guidance have allowed me and my team to focus on what is most important, building client relationships.”
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Bobby Martin, Financial Planner; MyPFA
“The team at IFG has been an exceptional resource to my business...., especially during the transition period from my previous broker-dealer. I felt prepared for the transition, and we executed my entire book within weeks.”
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Launch
Ready to be a business owner, control how your business is run and the services that you provide to your clients? Don’t be overwhelmed by the process of launching your business. From branding to business setup to tech stack, we have you covered with a step-by-step process that takes you from a financial advisor to a business owner.
Grow
Growing your business means creating the infrastructure to serve your clients more effectively, run your business more efficiently, and scale your business more profitable. Our advisor-centric platform will help you do this, whether it is building a team around you, acquiring another practice, or outsourcing certain functions. We will help.
Succeed
You have built a sustainable business that has helped clients pursue their financial goals for decades. As you start to approach retirement, it is time to put a plan in place to help ensure your clients continue receiving the financial advice and service they need while monetizing the value of the business you built. We have created a separate platform SellMyFinancialPractice to help you do this and ensure your business and legacy last for generations.
