TAMPA, Fla. — Independent Financial Partners (IFP) today announced the acquisition of Advanced Strategies Group (ASG), a multidisciplinary advisory firm founded by longtime IFP advisor and industry leader Jeff Acheson.
The acquisition marks a significant milestone in IFP’s growth strategy and further advances the firm’s employee advisor division while establishing an enhanced Advanced Strategies platform designed to provide specialized planning, consulting, and growth resources to advisors across the IFP network.
As part of the transaction, Jeff Acheson and his clients will join IFP’s employee advisor division, where he will continue serving clients while assuming the roles of Chief Strategy & Growth Officer and President of IFP’s Advanced Strategies Group.
“Jeff has built an exceptional business, an outstanding team, and a reputation for delivering sophisticated solutions to clients and advisors alike,” said Bill Hamm, Chief Executive Officer of IFP. “We’re honored that he selected IFP as the long-term home for the business he spent decades building. This transaction demonstrates the strength of our platform and the opportunities we can provide advisors seeking growth, continuity, and long-term succession solutions.”
The transaction reflects IFP’s vision for creating pathways that allow successful advisors to transition their businesses into the firm while maintaining continuity for clients and preserving the relationships they have spent years building.
“One of the things that attracted me to this opportunity was the ability to continue serving my clients while also helping build something larger,” said Acheson. “IFP has created a model that allows advisors to focus on delivering exceptional client experiences while leveraging the resources, infrastructure, and scale of a larger organization.”
The acquisition also formally establishes an enhanced Advanced Strategies platform within IFP. The former ASG team will become dedicated resources for advisors across the network, providing expertise in advanced planning, retirement plans, executive benefits, workplace wealth, and advisor growth initiatives.
As part of the initiative:
• Jeff Acheson – Chief Strategy & Growth Officer; President, IFP Advanced Strategies Group
• Jody Henley – Director of Client Services, Advanced Strategies • Brooke Holden – Director of Financial Planning
• Elle Moser – Director of Workplace Wealth
• Tyler Acheson – Director of Database Marketing
Together, the team will help advisors pursue growth opportunities, solve complex client challenges, and deliver more comprehensive planning solutions.
“This acquisition strengthens our ability to support advisors at every stage of their journey,” said Chris Hamm, President and Chief Operating Officer of IFP. “Whether an advisor is looking to grow, acquire, transition, or plan for the future, we’re continuing to build the resources and capabilities necessary to support those goals.”
The acquisition reinforces IFP’s broader commitment to succession planning, advisor continuity, and strategic growth as the wealth management industry continues to evolve.
About Independent Financial Partners
Independent Financial Partners (IFP) is a broker-dealer, registered investment adviser, and wealth management platform dedicated to helping advisors build enduring businesses through innovative technology, strategic resources, and comprehensive support.
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