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Join Our Team

Join A Scalable, In-House Support Network

Our team excels in working together, promoting the free exchange of insights and experiences. As an IMG advisor, you'll have access to state-of-the-art technology and a wealth of knowledge from our financial planners, receiving steadfast support as you transition to independence. You'll also get the benefits of robust in-house support for compliance review and resolution, marketing and events, and new business processing to make serving your clients easier.

Nurturing Your Talents With a Team-Backed Approach

Nurturing Your Talents With a Team-Backed Approach

Whether you’re experienced or just starting out, we will give you the guidance, support, and tools necessary to grow into an independent financial advisor. It’s all about maximizing your potential and our team backed approach will nurture your talents through in-depth collaboration and mentorship.

Intern Program with Hands-On Training and Support

Intern Program with Hands-On Training and Support

Our intern program encompasses all the key components necessary to develop you into an elite and independent financial advisor.  This includes hands-on learning, one-on-one mentorship, access to cutting-edge technology, and a supportive team environment, all dedicated to ensuring your success.

Supporting Advisors at All Stages

We have an inclusive approach where we mentor advisors with different experiences. Regardless of where you are in your career, we will provide the guidance and resources required to help maximize your potential as an independent financial advisor.

Experienced Advisors

Experienced Advisors

New Advisors

New Advisors

Administrators

Administrators

Interns

Interns

Tailor-Made Solutions Designed to Satisfy Client Needs

We offer tailor-made wealth management solutions, empowering you to provide personalized strategies that help your clients reach their financial goals. Our experienced advanced planning team provides comprehensive solutions, equipping you with the knowledge to offer valuable guidance to your clients. If you want to boost your autonomy and deliver exceptional service to your clients, let's connect today and begin this journey together.

Get Started Today

Giving You All The Tools To Accelerate Your Growth

Marketing

Access automated marketing plans tailored to diverse demographic groups to ensure that your marketing system runs smoothly, accurately, and on auto-pilot. Additionally, IMG's in-house marketing coordinator helps further activate your business with a range of support including events and webinars. 

Transition/Onboarding

IMG delivers support beyond what many firms do with an in-house processor for new business. Streamline the client onboarding process to minimize errors, save time and enhance the overall client experience. 

Technology

Leverage a suite of robust tools for data-driven decision-making to elevate client outcomes and to enhance your stock as a financial planner. With everything from client data, marketing, and investment management platforms at your fingertips, you'll have what you need and support to execute.

Back Office Support

Join a team of experienced and elite advisors who will support and guide you throughout your journey as a top-tier financial planner. Advisors benefit from an in-house compliance/OSJ liaison to not only review, but to help you execute and keep momentum for your goals. 

Who We Work With

We work with individuals at various life stages and situations, providing tailored strategies that offer direction and financial confidence.

Who We Work With

Our Approach

Our approach to financial planning is enriched by fostering lasting relationships and using the combined expertise and teamwork of our dedicated professionals.

Our Approach

Our Team

With decades of experience behind us, our team is here to help navigate you closer to your goals through a holistic and tailored approach.

Meet the Team