Independent Financial Group helps independent financial advisors rediscover their autonomy, backed by the highest level of service and support.
We are dedicated to providing our affiliated investment professionals with the same kind of attentive response we know they provide to their own clients.
Independent Financial Group is a place that celebrates quality of life. Our growth is not about the numbers, it’s about relationships, with our employees, representatives and families. This is the force that drives us–not to be the biggest, but the best.
We will always believe you are a name, not a number. We are committed to the support, success, and independence of our financial advisors and their clients.
We understand that you are an independent representative—free to affiliate with whomever you choose. Your practice belongs to you and no one else.
We strive to provide an environment in which all your interactions are efficient and friendly, delivering the products, services, and technology necessary to serve your clients and build your business.
We’re a privately–owned and operated company, we believe your success is our success. Our commitment is directly to the independent investment representative.
Media contact: If you have any questions, email us at [email protected].
San Diego, CA – February 6, 2023 – IFG donated a combined $170,000 to four local charities in 2022: Promises2Kids ($50,000); Challenged Athletes Foundation ($50,000); The Mitchell Thorp
San Diego, CA – Aug 11, 2022 – Financial Advisor Jim Petrizzo, founder of Petrizzo Financial in Boulder City, NV, has partnered with Independent Financial
SAN DIEGO – After nearly two decades as CFO, Scott Heising is re-assuming the role of President and Chief Executive Officer of IFG, a position
San Diego, CA – May 19, 2022 – Independent Financial Group, LLC (IFG), a San Diego-based independent broker-dealer, donated a combined $232,500 to seven
San Diego, CA – May 26, 2022 – Two Elite Advisors at Independent Financial Group, LLC (IFG) have been ranked best in state
SAN DIEGO—Independent broker-dealer, Independent Financial Group, LLC (IFG) announced the addition of Chad Cristo as Senior Vice President of National Sales and Marketing. Mr. Cristo
Advisor Jammie Avila and the team at Cornerstone Wealth Management join Independent Financial Group, LLC. Learn more about their move to IFG.
The advisors are Mary Huntley of Prescott, Arizona and Kathy Keadle of Augusta, Georgia.
The San Diego-based firm ranked fourth largest among private firms and fourth in percentage of women as producing reps.
IFG’s first firmwide, in-person event in 16 months, will be held August 4-7, 2021 at the Omni La Costa Resort & Spa in Carlsbad, California.
Attend an Independent Financial Group conference or social event, and you’ll be struck by how many kids are there. “Our philosophy when starting our firm was to create a culture that advisors are attracted to,” explains Fischer.
With submissions numbering north of 4,600 entries, submitted from 58 countries, Independent Financial Group, LLC (IFG) has taken Gold in the 2020 MUSE Creative Awards competition.
Hermes Creative Awards recently announced Independent Financial Group, LLC (IFG) is a Platinum Winner in the 2020 international awards competition for creative professionals involved in the concept, writing, and design of traditional and emerging media.
IFG has earned Second Place in the Investment Advisor Broker-Dealer of the Year program of the past six years.
For the Ninth Time, Independent Financial Group, LLC Appears on the Inc. 5000, Ranking No. 251 in Financial Services with Three-Year Revenue Growth of 57.5 Percent
SAN DIEGO, CA — Doug Eng, formerly with Wells Fargo Advisors, has joined Independent Financial Group LLC (IFG), the Company announced today. Based in Berkeley,
In Financial Planning magazine’s 35th annual IBD Elite survey, IFG climbed four spots from the year prior, with 23% of its producing reps female.
InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry.
Produced by Wealth Management magazine’s digital arm, the “Wealthie Awards” drew a record 625 nominations from 221 companies across the financial services space this season.
IFG earns #2 in Overall Experience Satisfaction among IBDs with fewer than 1,000 advisors.
As reported in InvestmentNews magazine, April 2020
Featured in Financial Advisor magazine, April 2020
View Financial Advisor magazine’s 2020 B-D Rankings
The record year of advisory growth assets for IFG was fueled by advisors bringing new clients into their advisory practices. Advisory assets now comprise in excess of $8B of IFG’s total firm assets, $3B of which resides on the Envestnet platform.
Try us out and schedule a home office visit at anytime. You won’t be disappointed.
12671 High Bluff Drive, Suite 200
San Diego, CA 92130
(800) 269-1903 toll-free
(858) 436-3180 phone
(858) 481-9033 fax
