Supporting your financial professional so they can support you
The quality of service our financial professionals provide is a reflection of the support we give them. That’s why we offer more choices and options than traditional broker-dealers and RIAs, as well as, easy-to-use tools and investment platforms.
More is better: better options and benefits just for you
We don’t limit our financial professionals to one custodian, instead we let them choose between four of the largest and highly regarded institutions to hold your money. This opens the door for a wider selection of products, lending options, and trust company options.
Financial professionals empowered by technology
Financial Professionals shouldn’t be limited by the technology they have available to service their clients. We empower our financial professionals by giving them access to cutting edge software, allowing them to create a superior experience for you.
Our advantages passed down to you.
IFP’s scale gives us pricing leverage across our various custodian platforms. We do our best in every situation to pass these advantages on to our financial professionals and their clients.
IFP by the Numbers*
*As of 6/30/23
FINANCIAL PROFESIONAL OWNED & OPERATED
We answer to you, not shareholders.
It’s simple: the key decision-makers at IFP are current or former financial professionals, concerned with the well-being of our financial professionals and their clients. This means we don’t answer to corporate executives or shareholders, leaving us to make the best decisions to serve you.