Huntsville, AL Office
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IFG Advisory, LLC
Multi-team
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About
IFG Advisory, LLC provides investment advisory and financial planning services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, corporations and retirement plans. The firm offers portfolio management (discretionary and non‑discretionary), standalone financial planning and consulting, retirement plan consulting (including limited 3(21) and full 3(38) services), and a wrap‑fee program.
IFG tailors investment strategies to client objectives and uses sub‑advisors, third‑party model portfolios, and third‑party managers to implement portfolios; it also manages held‑away assets such as 401(k)s, 529 plans and HSAs to align those accounts with overall financial goals. The firm employs a mix of analytical approaches (fundamental, technical, cyclical) and a wide range of instruments—from mutual funds and ETFs to fixed income, options and certain alternative or leveraged products—and performs periodic reviews at least annually.
Compared with many peers, IFG discloses that a number of its investment adviser representatives are dually registered as registered representatives of LPL, enabling the offering of commissionable brokerage products and creating potential conflicts that the brochure describes and mitigates. The firm also highlights real‑estate‑related planning services — including real estate analysis, cost‑segregation studies and business valuation — alongside customary insurance and referral arrangements and the use of third‑party models (including an Invesco compensation arrangement), features that are less common among large enterprise advisers.
Based on IFG Advisory, LLC
Expertise
Based on IFG Advisory, LLC
Location
120 Holmes Avenue NE, Suite 305
Huntsville AL 35801
Advisors at this office
3
Advisors at this office
Ronnie M
CFP®, Series 63, Series 65
Huntsville, AL
IFG Advisory, LLC
Ronnie Moody is a CFP® with 44 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has previously worked at Oak Tree Financial Services, LLC and LPL Financial. Outside of his advisory work, he is involved in a woodworking business specializing in refinishing and restoration of wooden guns. IFG Advisory, LLC provides advisory services to a diverse range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.
Coulton O
Series 65, Series 63
Huntsville, AL
IFG Advisory, LLC
Coulton Owens is a financial advisor with IFG Advisory, LLC in Huntsville, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Owens is also involved with the NOW Soccer Academy as a coach. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and uses sub-advisors, third-party models, and managers to implement tailored strategies.
Brian M
Series 66
Huntsville, AL
IFG Advisory, LLC
Brian Moody is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously with Oak Tree Financial Services, LPL Financial, and The Cutter Group. Outside of advising, Moody is president of BAMtax, LLC, a CPA business focused on tax preparation and accounting. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized planning services.
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