Your Trusted Partner to Launch, Grow, and Monetize Your Business
Building your own business can be one of the most rewarding decisions of your career — but creating a truly scalable, valuable, and enduring firm requires the right strategy from the very beginning. Innovative Financial Group (IFG) provides the infrastructure, strategic guidance, and experienced team that entrepreneurial advisors need to successfully launch an independent practice and build long-term enterprise value.
As one of the largest Office of Supervisory Jurisdiction (OSJ) enterprises affiliated with Osaic Wealth, we specialize in helping advisors monetize their businesses through thoughtful succession planning at every stage, from protecting value in the event of death or disability, to taking partial liquidity along the way, to executing full exit strategies when the time is right. Our focus is simple: help advisors maximize the value of their business while maintaining flexibility, control, and confidence in their future.
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.
Steve Smith, Retired Financial Advisor
“Several years ago, having reached my 45th year of serving as a Financial Advisor, I had begun my research on the possibility of selling my practice... Brian outlined a game plan to transition my unique clientele of business owners, friends, and family. Now, several years later, not only am I confident that I made the correct decision, but my clients are the beneficiaries, as Brian and his team have demonstrated that they have fulfilled the goals and standards that I had set forward.”
Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Launch
Ready to become an independent business owner with full control over your firm's daily operations and the experience you deliver to clients? The transition to independence should feel exciting — not overwhelming.
From brand development and entity formation to office buildout, compliance workflows, and technology stack design, IFG provides a proven, step-by-step launch process that guides you from financial advisor to confident business owner. We help you establish the right foundation from day one so your business is built for efficiency, growth, and long-term value.
Grow
Growth requires more than new clients — it demands the right infrastructure. As your business evolves, IFG helps you create the systems, team structure, and operational leverage needed to serve clients more effectively, run your firm more efficiently, and scale with stronger profitability.
Whether you are hiring key talent, evaluating acquisitions, expanding into new markets, or strategically outsourcing select functions, our advisor-centric platform delivers the expertise and execution support
needed to help you grow with intention.
Succeed
The most successful firms are built not only for today — but for eventual transition. After decades of helping clients pursue their financial goals, there comes a time to create a strategy that protects your clients, rewards your life’s work, and preserves the legacy you’ve built.
Through our dedicated succession and M&A platform — SellMyFinancialPractice.com — we help advisors develop thoughtful continuity, succession, and monetization strategies to ensure their businesses continue to thrive for future generations.