THE INDEPENDENT FINANCIAL GROUP

Overview

The Independent Financial Group is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm functions primarily as a non-discretionary adviser and financial planner, offering financial planning services and the selection of third-party advisers rather than running large discretionary portfolios. It also operates as an insurance broker, which it integrates into client planning where appropriate. Investment approach centers on pooled public funds for core exposure, supplemented by allocations to third-party alternative managers when client needs warrant. The firm charges a mix of fee types—percentage of assets under management, hourly fees and fixed fees—reflecting a flexible engagement model for a limited client base. The Independent Financial Group does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices