Goal focused. Planning driven.
Independent financial planning firm
Trust Worthy
Experienced
Professional
Our mission
Our mission is to be an advocate for our client’s vision.
By partnering with our clients to create their vision, we provide an unrivaled client experience.
Wealth Management
IFG Advisors engages in a comprehensive holistic planning approach. Our difference is measured by our deliberate, intentional and predictable work on behalf our clients. We provide the tools necessary for our clients to define their goals and attain clarity. Examples of our approach include the following:
Cash flow and savings planning
Investment management
Health benefit review and coordination
Insurance and asset protection planning
Income tax planning
Philanthropy and charitable giving
Estate planning
Education planning
Meet our team
W. Ted Isaacs, CFP®
Weston Manley, CFA, CPA, CFP®
Adam Goldstein, J.D, LL.M., CFP®
Our partners
Black Diamond Performance Reporting
eMoney Access
