8394 Six Forks Road
In 2015, Arron Brisard was asked to join Integrated Financial Group, a consortium of independent LPL Financial planners from across the country. 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. This Consortium—or group—of expertise is called the Brain Trust.
Phoenix Wealth Advisory’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 a consortium of independent financial planners 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 offered premium business support services, regulatory compliance oversight, business consulting, advisory marketing and professional coaching to help advisors reach their full potential. Integrated Financial Group's 80+ advisor members own businesses across ten states totaling over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor (RIA), IFG Advisory, LLC as of 3/1/19.
2019 marks IFG’s 16th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms, and the 5th consecutive year as an **Atlanta Journal-Constitution Top Small Workplace.
To learn more about the Brain Trust, watch the video below and visit www.TheBrainTrust.net
*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.
Arron@WeArePWA.com | (919) 899-9111