Close

Strategic Partners

Independent but not alone.

We are members of the Integrated Financial Group, a consortium of independent LPL financial planners from across the country who support the notion that many minds are greater than one. Through this affiliation, our team has access to a national network of talented, like-minded peers who share strategies, best practices and advice benefiting our clients from the collective expertise of the Brain Trust.

Integrated Financial Group is one of the largest independent financial planning consortiums in *Atlanta, responsible for over $1.5 billion in brokerage and advisory assets through LPL Financial and over $700 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. Integrated Financial Group has been one of Atlanta’s Top 25 Financial Planning and Advisory Firms since 2004, and on The Atlanta Journal-Constitution’s Top Workplaces list since 2015.

*Based on assets under advisement since 2016, Atlanta Business Chronicle. 

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

The North Georgia Community Foundation is a public grant making foundation that builds community by encouraging long term giving through endowment funds created by caring donors. Through our relationship with the Community Foundation, we can consider and evaluate effective charitable giving opportunities as part of our investment, planning and trust and estate strategies. 

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. Our mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

SIPC was created under the Securities Investor Protection Act as a non-profit membership corporation. SIPC oversees the liquidation of member broker-dealers that close when the broker-dealer is bankrupt or in financial trouble, and customer assets are missing. In a liquidation under the Securities Investor Protection Act, SIPC and the court-appointed Trustee work to return customers’ securities and cash as quickly as possible. Within limits, SIPC expedites the return of missing customer property by protecting each customer up to $500,000 for securities and cash (including a $250,000 limit for cash only).

The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects and the retirement industry as a whole.