Independent Financial Partners

Independent Financial Partners (IFP) provides a variety of investment platforms, including advisory and broker-dealer platforms, to financial professionals. The company offers flexible custodian options such as Pershing LLC, Charles Schwab, Fidelity, and SEI, with no additional administrative fees. As of March 31, 2024, IFP has a network of 224 financial professionals across 29 states. IFP supports financial professionals with services including asset management, business solutions, client services, institutional services, marketing, risk management, and technology. The company offers a proprietary digital platform called Advisor[X] and a range of model portfolio offerings, including passive, strategic, tactical, quantitative individual equity, and income-oriented portfolios. IFP partners with the Pinnacle Group to provide a platform of life, disability, and long-term care insurance products. For employer clients, IFP offers comprehensive services such as retirement planning, qualified plans, non-qualified plans, and succession planning. The company provides a dedicated liaison for transitioning financial professionals and a library of marketing pieces available for white labeling. IFP also offers administrative support specialists who act as virtual assistants, business coaching, and practice management services. The company provides a range of annuity products and maintains an extensive BD distributed commissionable annuity product shelf. IFP supports financial professionals with a CEFEX certified service model for retirement plans and a proprietary web-based application called Asset Management X. Financial professionals have access to a wide array of vetted and approved commission-based products, non-qualified plan education and resources through a partnership with the National Association of Plan Advisors, and a complete branding package at no cost for new advisors. IFP also offers a variety of third-party software options and pricing discounts.