TAMPA, Fla., June 27, 2018 – Independent Financial Partners (IFP), has hired Jeff Acheson, President of the National Association of Plan Advisors (NAPA), as Divisional President of IFP Plan Advisors, the firm’s plan-focused division servicing advisors specializing in employer plan advising and consulting.
Acheson, in addition to his NAPA responsibilities, runs his own private practice supported by IFP, Advanced Strategies Group, through which he provides executive benefit consulting, qualified plan advice and wealth management to companies, executives and private clients.
Acheson is excited to take on the role as President of IFP Plan Advisors, especially as IFP builds out its own broker-dealer. He takes the reigns from Kim Shaw Elliot, IFP Plan Advisors President since 2015, who remains with the firm as ERISA counsel.
“I am thrilled and honored to bring my 40 years of multidisciplinary experience, and relationships to bear on Bill Hamm’s vision of a ‘new IFP.’ It is exciting to think of the value proposition possibilities for advisors that a nimble, well-funded and integrated broker-dealer, RIA and brokerage general agent can offer,” Acheson said. “We are focused on building and delivering a breadth of services within IFP Plan Advisors supported by a depth of underlying tools and resources integrated with cutting edge technology and support, some in-house and some via enterprise level relationships with other forward-thinking industry leaders. Our goal is to provide each of our affiliated but fiercely independent advisors access to what they need, when and how they need it, to grow their business and revenues in their own ways.”
William Hamm, Jr., CEO of IFP, is excited to work with Acheson to enhance the firm’s plan advisor platform and broaden the support it provides to advisors.
“Whether it’s toolsets, scoring systems or participant rollover programs, plan-focused firms are all competing to provide the same commodities. Where we think we can add value is by providing better versions of those commodities but, more importantly, helping our advisors add to the services they provide to create revenue opportunities from their current books of business that they hadn’t been able to capitalize on in the past or, perhaps, didn’t even realize existed,” Hamm said. “Jeff has opened our eyes to a lot of cool possibilities.”
IFP Plan Advisors includes more than 150 advisors throughout the country with over $30 billion in retirement plan assets under advisement as of Dec. 31, 2017.
Family-owned and privately-held since it was founded in 2000 by CEO William Hamm Jr. on the principals of independence, flexibility and collaboration, Independent Financial Partners (IFP) is a comprehensive financial advisor support firm with home/corporate offices in Tampa, Florida, and Phoenix, Arizona. It is dedicated to delivering personalized service to a growing network of more than 520 independent advisors nationwide, allowing them to better focus on the needs of their clients.
An SEC Registered Investment Adviser (RIA) and an Office of Supervisory Jurisdiction (OSJ), IFP works directly with its advisors to provide them technological, compliance, marketing, business development, and operational support. As of Dec. 31, 2017, IFP’s advisors have more than $40 billion in assets under advisement. The firm has annually earned the trusted CEFEX certification for investment support services for adhering to the industry’s best practices since 2014. For more information, visit www.ifpartners.com. Follow the firm on Twitter at @IF_Partners.
Securities offered through LPL Financial, member FINRA/SIPC. Investment Advisory services offered through Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Advanced Strategies Group, LLC are not owned or controlled by LPL Financial.
Posted by: Max Griendling | June 28th, 2018 at 4:28pm.