Innovative Financial Group
Helping Independent Financial Advisors grow, protect, and maximize the value of their businesses while serving their client more effectively.
How We Help
National Network of Independent firms and advisors
Support, Resources, and Infrastructure of a national firm
Dedicated Compliance Associate to protect your clients and business
Access to shared best practice across successful firms
Business Processing Concierge to handle back office needs
Access to national PEO for employees
Work With Us
Complete Independence
Top independent payouts
Fiduciary Principles for your clients
100% equity in your business