It is our belief that being independent allows us to offer objective advice to our clients, but we have also come to understand that being independent does not mean being alone.
After spending the past 5 years serving our clients through a large financial services corporation, we accepted an invitation in 2017 to join Integrated Financial Group, the #13 of Top 25 Financial Planning and Advisory Firms in Atlanta for 2017*.
Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one when it comes to investment management and financial planning. This Consortium—or group—of expertise is called the Brain Trust. Over the past 12 years, the Brain Trust truly has become "a group of companies formed to undertake an enterprise beyond the resources of any one member."
Our 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 Tailored Retirement approach.
October 2017 marks the genesis of Balance Wealth Partners, an independent wealth management firm led by Principal Jeff Panik. It is where our story begins with Integrated Financial Group, and we look forward to a bright future together.
*Based on assets under advisement since 2004, Atlanta Business Chronicle.
Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta* which is responsible for over $2.9 billion in brokerage and advisory assets through LPL Financial and over $750 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. With over 80 Consortium Members owning firms across 10 states, we form a diverse, experienced, and qualified group of professionals. Each advisor member in the consortium independently owns his or her financial practice, and everyone has their own style and special area of planning expertise. Twenty seventeen marks the 14th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms. Integrated Financial Group is also an **Atlanta Journal-Constitution Top Small Workplace for 2015 and 2016.
*Based on assets under advisement since 2004, Atlanta Business Chronicle.**Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees.
To learn more about the Brain Trust, watch the video below and visit www.TheBrainTrust.net