ABOUT INTEGRATED FINANCIAL GROUP

We are members of Integrated Financial Group (IFG), a consortium of independent LPL financial advisors from across the country.

Clear Blue Wealth’s affiliation with this professional group is invaluable; it gives us access to a network of talented, like-minded peers who share strategies, best practices and advice. Our clients benefit from the collective expertise of the Brain Trust in addition to our personalized financial planning approach.

Integrated Financial Group (IFG) is dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors integrate with fresh, new ideas from younger ones. Since 2003, IFG has fostered this environment and at the same time offers premium business support services, regulatory compliance oversight, human resources, business consulting, investment solutions, marketing and professional coaching to help advisors reach their full potential. Integrated Financial Group’s 80+ advisor members own businesses across eight states totaling over $2.6 billion in brokerage and advisory assets through LPL Financial and over $2.3 billion in assets under management through its separate registered investment adviser, IFG Advisory, LLC as of 1/20/2021.

IFG has been one of *Atlanta’s Top 25 Financial Planning and Advisory Firms since 2004, and Atlanta Journal-Constitution Top Workplace since 2015.

To learn more about the Brain Trust visit www.TheBrainTrust.net

*Based on assets under advisement from 2004-2021, Atlanta Business Chronicle. Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees, 2015-2021.

We are members of Integrated Financial Group (IFG), a consortium of independent LPL financial advisors from across the country.

Clear Blue Wealth’s affiliation with this professional group is invaluable; it gives us access to a network of talented, like-minded peers who share strategies, best practices and advice. Our clients benefit from the collective expertise of the Brain Trust in addition to our personalized financial planning approach.

Integrated Financial Group (IFG) is dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors integrate with fresh, new ideas from younger ones. Since 2003, IFG has fostered this environment and at the same time offers premium business support services, regulatory compliance oversight, human resources, business consulting, investment solutions, marketing and professional coaching to help advisors reach their full potential. Integrated Financial Group’s 80+ advisor members own businesses across eight states totaling over $2.6 billion in brokerage and advisory assets through LPL Financial and over $2.3 billion in assets under management through its separate registered investment adviser, IFG Advisory, LLC as of 1/20/2021.

IFG has been one of *Atlanta’s Top 25 Financial Planning and Advisory Firms since 2004, and Atlanta Journal-Constitution Top Workplace since 2015.

To learn more about the Brain Trust visit www.TheBrainTrust.net

*Based on assets under advisement from 2004-2021, Atlanta Business Chronicle. Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees, 2015-2021.

ABOUT STRATEGIC SUPPORT TEAM

LAND BRIDGERS
CEO
Integrated Financial Group

CRYSTAL EPSTEIN
Chief Compliance & Risk Officer
Integrated Financial Group

HEATHER HAWTHORNE
Director of Marketing
Integrated Financial Group

KAREN COOKE-THOMAS
Director of HR

Integrated Financial Group

ABOUT LPL FINANCIAL

OUR BROKER-DEALER

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.