Entrepreneur & Investor
Robert Mitchell is a successful entrepreneur, investor, and founder of Edgewood Financial Group. As Co-Founder and Investor of Innovative Financial Group (IFG), Robert has played an important role in the growth and development of several advisor-focused businesses serving independent financial professionals across the country.
Robert's relationship with Brian Heapps dates back to their time at Signator Investors, where they first connected through the acquisition of Transamerica Financial Advisors (TFA). Following Signator's acquisition and transition into what is now Osaic, Robert and Brian formed a partnership focused on acquiring and supporting independent financial advisory firms.
Together, they have built and expanded several successful businesses, including Innovative Financial Group, SellMyFinancialPractice, and the Innovative Wealth Team. Their shared vision has helped create one of the largest advisor-support organizations within the Osaic ecosystem, serving advisors and their teams nationwide.
Professional Background & Expertise
As the founder of Edgewood Financial Group, Robert built a successful financial planning and wealth management firm dedicated to helping clients achieve their long-term financial goals. His entrepreneurial experience and business leadership have provided valuable perspective in the growth and development of the organizations he has helped build.
Since partnering with Brian Heapps in 2017, Robert has helped identify acquisition opportunities and support the growth of several advisor-focused businesses. Together, they have expanded Innovative Financial Group, SellMyFinancialPractice, and the Innovative Wealth Team into respected organizations serving advisors, their teams, and their clients across the country.
Today, Robert continues to serve as a co-founder, investor, and strategic advisor, supporting the long-term growth and success of the organization