As an IAFG member firm your clients will receive solid advice, exceptional client service and customized investment portfolios that will bring vision, focus and balance to your client's financial goals.
Our mission is to help provide your clients with financial solutions that will result in financial security so that your clients can
"LOVE LIFE and LIVE IT".
IAFG welcomes additional independent accounting firms to join our group. We provide our substantial experience, track record and know-how to help new firms to our group introduce wealth management services to their clients quickly and successfully.
Learn more today!
More than 20 Years of Experience
Start Up Support
Immediate Access to Peer Group Best Practices & Business Support Services
You Own Your Wealth Management Business
You Maintain Control of Your Client Relationships
Comprehensive Guidance on Compliance with Professional Rules of Conduct and Securities Regulations