Your Innovative Partners
Whether you’re just stepping out on your own or ready to secure your legacy, IPG offers the autonomy you crave with the support you deserve.
No two advisors take the same path - Where has your journey led?
Seeking Independence |
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| You’ve built the vision, now bring it to life with the freedom of ownership and the reassurance of full transition support. From compliance to back-office systems, we strive to make your move seamless for both you and your clients. |
Supported Independence |
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| You’ve been independent, but it still feels like you’re carrying the weight alone. At IPG, you gain more than operational support - you gain a team of specialists who share your values and have your back. |
Succession Planning (M&A) |
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| Your legacy deserves more than a transaction. Whether you're planning to retire in the near future or just beginning to think ahead, we offer thoughtful, advisor-led succession planning that honors your client relationships and timeline. |
Wherever you are on your journey - launching, growing, or preparing to transition - we’re here to help you build a lasting legacy, your way.
Hear From Our Advisors
"I am deeply grateful for the partnership I have with IPG. The firm and team’s core values align with mine and that is confirmed daily through the empowerment of clients through education, the culture of collaboration and the strong emphasis put on serving clients at the highest level. It is truly amazing to continue my mission of helping clients maximize their financials so they can live their best life now and in the future with such a wonderful team at IPG."
"I joined IPG more than two years ago with 20 years of financial advisor experience. The transition was smoother than I could have ever imagined!
The team that Mike has built at IPG is phenomenal- caring, brilliant, hard working & great people who are fun to work with. I’m having more FUN than I’ve ever had in my career!"
"Partnering with IPG has been one of the most impactful decisions of my career. The access to internal specialists and the collaborative culture at IPG have been absolute game changers. Whether it’s advanced planning, investment strategy, risk management or client service, having a team of experts by my side has elevated the quality and depth of advice I can offer. This partnership has empowered me to focus on what matters most."
Let's Talk About Your Future - Together
At IPG, we’re building a legacy by helping others protect theirs. Ready to see what’s possible?
