Independent: All States | Innovative Financial Group
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 clients 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.
Our Team of Advisors
Georgia
Andrew David Potts | Investment Advisor Representative | Phone: 678-338-4400 | Fax: 678-824-7683 | 3520 Old Milton Pkwy | Alpharetta, GA, 30005 | https://www.ifgatl.com/
Gregory Drew, CLTC® | Registered Representative | Phone: 678-338-4400 | Fax: 678-824-7683 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Herman Thompson | Financial Advisor | Phone: 678-338-4400 | Fax: 678-824-7683 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Mark Widlowski | Financial Advisor | Phone: 678-338-4400 | Fax: 678-824-7683 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Richard Walters | Vice President of Atlanta Branch | Phone: 678-338-4400 | Fax: 678-824-7683 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Arizona
Thera Engle | Investment Advisor Representative | Phone: 623-806-8704 | Fax: 877-860-71101 | 1003 W. Monte Vista Road | Avondale, AZ 85392
Massachusetts
Janath Desilva | Financial Advisor | Phone: 978-689-6990 | Fax: 978-451-4454 | 5 Lan Drive, Suite 220 | Westford, MA 01886
John Vassallo | Financial Professional | Phone: 978-689-6926 | 314 Main Street, Suite 203 | Wilmington, MA 01887
Patrick Tannler | Operations Manager | Phone: 978-689-6990 | Fax: 978-451-4454 | 5 Lan Drive, Suite 220 | Westford, MA 01886
William Sigurd Spearing, MBA, AIF® | Financial Advisor | Phone: 978-689-6978 | 90 Conz Street, Suite 218 | Northampton, MA 01060
North Carolina
Wendy Weant | Investment Advisor Representative | Phone: 704-636-9494 | Fax: 704-636-9495 | 219 Statesville Blvd. | Salisbury, NC 28144
Tennessee
Austin Watts | Financial Advisor | Phone: 901-441-8515 | Fax: 901-767-0978 | 5050 Poplar Ave., Ste. 1107 | Memphis, TN 38157 | www.ifgmemphis.com
Blake Dorsett | Financial Advisor | Phone: 901-385-4259 | Fax: 901-767-0978 | 5050 Poplar Ave., Ste. 1107 | Memphis, TN 38157 | www.ifgmemphis.com
Boone Lancaster | Investment Advisor Representative | Phone: 615-724-5961 | Fax: 615-581-2280 | 104 Woodmont Blvd., Ste. 210 | Nashville, TN 37205
Brian Heapps, CFP®, CLU®, ChFC® | President, CEO | Phone: 615-528-5730 | Fax: 615-383-0519 | 2908 Poston Ave., Ste. 1 | Nashville, TN 37203
Robert Mitchell | Co-Founder | Phone: 833-411-6932 | Fax: 615-383-0519 | 2908 Poston Ave., Suite 1 | Nashville, TN 37203
Clyde Pat McFadden, CLU® | Registered Representative | Phone: 615-385-1824 | Fax: 383-0519 | 2908 Poston Ave., Ste. 1 | Nashville, TN 37203
Thomas Mcfadden | Registered Representative | Phone: 615-385-5192 | Fax: 615-385-5135 | 7003 Chadwick Drive, Suite 200 | Brentwood, TN 37027
Hubert "Buddy" Wootten, MS-CFP®, CLU®, CLTC®, AIF® | Vice President of Business Planning | Phone: 615-385-1824 | Fax: 615-383-0519 | 2908 Poston Ave., Ste. 1 | Nashville, TN 37203
Robert Cooper | Financial Representative | Phone: 901-385-4259 | Cell: 901-626-5958 | Fax: 901-767-0978 | 5050 Poplar Avenue, Suite 1107 | Memphis, TN 38157
Texas
Cliff Cosper, CFP®, AAMS®| Financial Advisor | Phone: 254-342-3939 | 16 E. Avenue A, Ste. 208 | Temple, TX 76501