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Independent: All States | Innovative Financial Group

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: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA, 30005 | https://www.ifgatl.com/

Gregory Drew, CLTC®Registered Representative | Phone: 678-338-4400 | Fax: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/

Herman (Tommy) Thompson, Jr., CRP®. ChSNC®, ChFC®Financial Advisor | Phone: 678-338-4371 | Fax: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/

Mark Widlowski | Financial Advisor | Phone: 678-338-4400 | Fax: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/

Richard WaltersVice President of Atlanta Branch | Phone: 678-338-4400 | Fax: 770-512-8609 | 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 DesilvaFinancial 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 TannlerOperations 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 WeantInvestment Advisor Representative | Phone: 704-636-9494 | Fax: 704-636-9495 | 219 Statesville Blvd. | Salisbury, NC 28144

Tennessee

Austin WattsFinancial 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 McfaddenRegistered 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

Texas

Cliff Cosper, CFP®, AAMS®| Financial Advisor | Phone: 254-342-3939 | 16 E. Avenue A, Ste. 208 | Temple, TX 76501