Our story
Built by advisors, on purpose.
IFG was founded by advisors who'd been frustrated by their broker-dealers — too slow, too political, too distant. Three decades later we've stayed independent and privately held, on purpose. No private equity overlords. No quarterly shareholder pressure.
The advisor is the customer. That's still the org chart.
Mission & values
What we won't compromise on.
- Integrity. If we can't say it in front of an advisor, we don't say it.
- Balance. Independence is the goal, not workaholism. We help you build a practice that lets you live.
- Independence. Your book, your team, your model. We're the platform — you're the practice.