About IFG

Innovative Financial Group (IFG) is a culmination of many businesses acquired by the partnership of Robert Mitchell, an entrepreneur, and Brian Heapps, a financial services industry leader. The combined firms of Edgewood Financial Network, The Southern California agency, and Innovative Financial Group formally adopted the IFG name in 2018. IFG is now a full-service financial planning and wealth management firm and Office of Supervisory Jurisdiction serving client and advisors in all 50 states.

IFG’s mission is to provide a relationship driven, fiercely independent, innovative, advisor centric platform. That helps financial advisors run their businesses more efficiently, serve their clients more effectively, and scale their businesses more profitably.