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Today
Our History
In 2014, Independent Financial Professionals (IFP) was formed to help other independent advisers be “on their own but not alone”. IFP is committed to creating a culture of partnership to share best practices and ideas with each other. The focus is to connect the team to help each adviser succeed and grow their own independent and unique practice.
Our Values
Teamwork
We treat you as an extension of our family just like you do with your clients.
Innovative Approach
Developing a new generation of entrepreneurs that previously were underrepresented in the financial industry.
Why Us?
Committed to helping each adviser grow & succeed
Own financial planning software (MoneyEdge)
Proprietary advisor portfolios (4G)
Part of Dave Ramsey SmartVestor Pro
Monthly conference calls with varied topics
Annual Award Ceremony
Recognition & awards for career milestones
Great Broker Dealer
Featured Blog Posts & Podcasts
Blog Posts Coming Soon
Contact Us
Headquarters
3001 Glacier Pass Lane
Cedar Park, TX 78613
Call Us
Phone: 512-918-1900
Toll-Free: 877-918-1900
Fax: 512-918-1902
Email Us
Office Hours
Mon-Fri: 9:00 AM - 5:00 PM
Send Us a Message
Check the background of investment professionals on FINRA’s BrokerCheck.