Going the Extra Mile to Support Advisors
Independent doesn’t mean alone. At Innovative Financial Group, we support a nationwide community of entrepreneurial financial professionals who deliver sophisticated planning and wealth management services under their own brands and in their own markets.
As one of the largest firms within the Osaic ecosystem, IFG provides the infrastructure, community, operational expertise, and strategic support that help independent advisors navigate complexity with confidence and continue building firms designed for long-term success.
Connect with us today to discover how IFG can help you take your independent practice to new heights.
Affiliated Firms
Find a Member of IFG
- California | A.Kimura Consulting
- Alex Petrovich,CFP®
- Alice Tang, ChFC®, MIM
- Aliina Laine
- Alissa Kimura, CPFA®, BFA®
- Allen Kishbaugh
- Allen Zeolla
- Amy J. Heapps, MSM
- Andrew Semrau
- Andrew Kacz
- Anthony Burgio
- Asa Lakeman, CFP®, CFS®
- Ashsha Hickey-Hughes, MBA
- Austin Watts
- Tennessee | Beyond Asset Management
- Blake Wayman, AIF®, CLTC®
- Blake Dorsett
- Bobby Martin
- Boone Lancaster
- Massachusetts | Boston Partners Wealth Management, LLC
- Oregon | BPG Wealth Management
- Bradford Rasor
- Brendan Hynes
- Brent D. Holcombe CFP®
- Brenton Harrison, CFP®, CLU®
- Brian Heapps
- Texas | Buckstaff Financial Group
- Buddy Wootten, MS-CFP®, CLU®, CLTC®, AIF®
- California | Canyon Wealth Management and Insurance Solutions
- New Hampshire | Capital Advisory Group
- Carl Hanson
- Carmen Wagner
- Caroline Emswiler, CFP®
- Carri Berger
- Charles Herron, CFP®, AWMA, AIF®
- Massachusetts | Coastal Wealth Management
- Colette Safy
- Pennsylvania | Commonwealth Financial Associates
- Arizona | Corbin Financial, Inc.
- Cory Murdock, CFP®
- Curtis LeValley, CFP®, RICP®
- Curtis LeValley, Jr.
- Dale Baldwin
- Dan Velcheck, CPA®
- Dana Boudreau
- Daniel Enos
- Darrin Wall, CFP®
- David Toth
- David Reichert
- Deforrest Durham
- Dennis DeWitt
- Dmitri Sushenia
- Texas | Elevated Wealth Management
- Elizabeth Marr Topping
- Eric Lesage, CFP®, CPFA™, AIF®
- Eric Westall CFP®
- Florida | Feehan Wealth Management
- Francesca Silvestro
- Frank Hynes
- Frederick Blair, AAMS®, RFC®
- Frederick Johnson
- Tennessee | Freeman Wealth Management
- Garrett Smith
- Gary Thomas
- George McInnis
- Grant Tolman
- Gregory Hannah
- Gregory Fockler
- Hayley Porter, AIF®
- Hemantkumar Bhakta
- Nebraska | Heritage Financial Network, Inc.
- Hilary O'Malley
- Massachusetts | Hynes Financial Partners
- Igor Maskov
- Independent: All States | Innovative Financial Group
- Tennessee | Innovative Financial Group Chattanooga
- Tennessee | Jackson & Associates Financial Planning
- James Ott
- Jim Savarino, CLU®, ChFC®, LUTCF®, AIF®
- James Connors
- James Machock
- Janath V. Desilva, LUTCF
- Jared Smith
- Jason Ridinger
- Jay Ovsak
- Jeffery Owens, AIF®
- Jeffrey A. Kirk, ChFC®, CEP®
- Jennifer Borislow
- Jennifer DeGuire Freeman, CLTC®
- Jessica Porter, RICP®, AIF®
- Jim Plasko, RICP, AIF®, BFA
- Joe Jackson
- Joelle Spear
- John Signorotti, CFP®, ChFC®, CLU®
- John Vassallo
- Jon Shore, CFP®, BFA™
- Jonathan Owens. CFP®, AIF®
- Jonathan Britton, CFP®
- Joseph Murphy, CLTC®
- Joseph Piegay
- Joy Baron, LUTCF®
- Justin Warren, CFP®
- Katharine Corbin, CLU®, ChFC®
- Kathryn Zimmerman
- Keegan Johns
- Kevin Brackin
- Kevin Marshall
- Kevin Bateman
- Kevin Downes
- Kiley Hard
- Kim Holmes
- Kimberly Korf, AIF®, BFA™
- California | KKWealth Design
- Kristen Kroeger
- Kyle Hall
- Michigan | Lakeman Financial
- Laurie Ray
- Leonard Picone
- Nebraska | LeValley Wealth Management
- Lucas Lawson, CLU®
- Missouri | LuxPlan Financial
- Malcolm Thomas
- Mark Marroni
- Mark Widlowski, CLU®
- Matthew Hayes
- Matthew Radintz
- Matthew Feehan
- Matthew Rigatti
- Maureen Goddard
- Melissa Marrama
- Melissa Wiggins
- Michael Moh
- Michael Yoshihara
- Michael Jeter
- Michael Funk
- Michael Ryan
- Michael Edens
- Michael Marlowe
- Michael LeBarge
- Michaela Scott, MSFS, CFP®, RICP®, AIF®, C(k)P®
- Michelle Severson
- Mory Karimian, CLU
- California | Murdock Wealth Management
- Florida | MyPFA Wealth Management
- Nancy Hite
- Nathan Auclair
- California | Nathan Financial Services
- Texas | NFocus Financial Partners
- Nicholas Sliemers, CFP®
- Nikhil Dialani
- Noel Dulac, CFP®, ChFC®, C(K)P™, CPFA, AIF®
- Noot Kacinskas
- Norman Pelletier
- Independent: All States | Osaic Wealth Inc.
- Clyde Pat McFadden, CLU®
- Patrick Reardon
- Patrick Tannler
- Patrick Phillips
- Paul Karnes
- Paul A. Wieda, CLU®, ChFC®, AEP
- Phillip Orr
- California | Pillar Financial Group
- Quina Chang
- Randy McQueen
- Ray Godleski CFP®
- Renee Hitchcock
- Massachusetts | Retirement Fiduciary Group, LLC
- Richard Davis
- Richard K. Walters
- Ricky Brickner
- South Carolina | RIM Financial
- Robert Breske
- Robert Warren, LUTCF®
- Robert Braun
- Robert Mitchell
- Robert "Rem" Cooper
- Robert Burgio
- Robert Beatty
- Ronald Nathan
- Ronald Emmert
- Ronald Kofstad
- Russell Buckstaff, LUTCF®, CSA®, CFP®
- Ryan Hammer, CLU®
- Samuel Baldwin
- Tennessee | Scenic City Wealth
- Scot Reynolds, CLTC®
- Scott Litten
- Sean Monroe
- Sean Bove, CFP®
- Shinfen Wu
- Missouri | Shore Group Advisors
- Sidney Tyner
- Massachusetts | Spear Wealth Management
- Steve Ross, CLU®, ChFC®, LACP®, LUTCF®
- Stephen Tyner
- Steven Tuttle
- Steven Balloch
- Steven Nootbaar
- Sue Ellis
- Montana | Taurus Wealth Management
- Ted Dickinson
- Ted Monroe
- New Hampshire | The Strategic Retirement Benefits Group, LLC
- Thera Engle, CWS
- Thomas Pilkington
- Thomas Brown
- Thomas Wloch
- Thomas Eslinger
- Timothy Curran JD, CFP®
- Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC®
- Tracy Talbot
- Travis Daly
- Trey Whalley
- Wendy Weant
- William Keng
- William Spencer
- William Ryan
- William ("Will") Morrison
- Wynne B. Curran