Independence with the Strength of a Team
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.
Is This You?
Newly Independent Advisor
Looking to grow with the backing of a trusted team?
Established Independent Advisor
Seeking a forever home for your clients through thoughtful succession?
The Best of Both Worlds
✅ Supported Independence
✅ Shared Services
✅ Succession Planning
✅ Scalable Growth
Not Just Another Financial Planning Firm
With locations across the Twin Cities and Western Wisconsin, IPG is rooted in the values that matter:
Collaboration
Knowledge
Integrity
Retention
Impact
Community
What Keeps You Up at Night, Won’t Anymore
Your Challenges
- Client complexity & tax strategy
- Continuity & succession concerns
- Operations & back-office overload
- Growth stagnation
Our Solutions
- In-house tax and business planning team
- Succession support built around your goals
- Shared operational support services
- Collaborative, growth-minded culture
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?
Schedule a Conversation