A complete list of active advisors currently associated with The Independent Financial Group

Warmer can help you find a great advisor at The Independent Financial Group or one who fits your needs even better.

The Independent Financial Group is a small, single‑advisor practice that provides financial planning, insurance advice, and nondiscretionary investment advisory services to individuals and business owners, often recommending an asset entry level of $1 million for its investment advisory services while offering planning and insurance work without a minimum. The firm acts as an independent consultant and arranges custody and implementation through approved third‑party institutional managers. IFG generally operates on a nondiscretionary basis: it develops an investment policy statement with each client, obtains client approval before trades or manager changes, and selects independent third‑party managers to implement portfolios. The firm follows a CFP Board–aligned planning process, provides ongoing monitoring and quarterly due‑diligence reports, and offers clients online access that links account values to their financial plan. What is distinctive about the practice is that the advisor is also a licensed insurance agent and may receive commissions when clients purchase recommended insurance products, a conflict the brochure discloses and that clients are free to decline. The firm does not provide direct portfolio management for individual accounts, does not take custody of client assets, and does not accept proxy‑voting authority, underscoring its role as a consultant rather than a discretionary asset manager.

To learn more about the advisors currently working at The Independent Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.