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About Us

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, Boston Partners Financial Group, 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 clients and advisors in all 50 states

IFG aims 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.