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For Advisors

IPG is a hybrid firm built on a strong foundation of core values in MN/WI. We believe our firm holds a unique position in our industry such that we have the resources and horizon to ensure our clients, advisors, and future generations are being served in the same impactful way. We maintain a long-term perspective in our actions and thoughts while being adaptive at the forefront of industry change and client/advisor needs. IPG offers a built-in culture of collaboration and support. Customized tech stack and proven processes that will help you become more efficient in serving your clients’ needs and providing top notch resources to provide more value to them.

We have an unrelenting desire to build a growing firm that advances our mission countrywide and becomes an innovative industry leader in how financial services are offered.


IPG offers two Affiliation Types:

M&A/Succession and Supported Independence


Offerings M&A/Succession Supported Independence
Compliance/E&O
X $
Great Valley Advisor Group OSJ
X $
Tech Stack
X $
Multi-Custodian
X $
Transition Assistance
X X
Community Network
X X
Office Space
X X
Financial Planning
X X
Asset Management
X X
Operations Support
X X
Marketing/Brand Awareness
X X
CPA Collaboration X X
Succession Solution
X X
Competitive Buyout/Grid X X