IFG Advisors
IFG Advisors LLC is an independent financial planning firm serving high-net-worth individuals, including dentists, doctors, and business owners, with comprehensive wealth management spanning investment, tax, estate, and insurance planning across offices in St. Louis and Denver.
- Company typePrivate
- Founded2006
- HeadquartersSt Louis, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What IFG Advisors does
IFG Advisors LLC is an independent financial planning firm founded in 2006 by W. Ted Isaacs and headquartered in St. Louis, Missouri. The firm delivers comprehensive holistic wealth management services to high-net-worth individuals and families, with a particular focus on dentists, doctors, and business owners. Its service offering spans eight interconnected practice areas: 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, and education planning. The firm is led by a nine-person team of credentialed professionals holding designations including CFP®, CFA, CPA, J.D., LL.M., and CLU.
The firm operates on a relationship-driven, consultative go-to-market model, acquiring clients primarily through referrals, professional networks, and community involvement rather than digital marketing or paid acquisition. Revenue is generated through AUM-based advisory fees and flat planning fees, though specific pricing is not publicly disclosed. IFG Advisors runs on a fully outsourced technology stack consisting of industry-standard third-party platforms: Schwab Alliance for custody and trading, eMoney for financial planning, Black Diamond for performance reporting, and Account View for aggregated account access. The firm holds no proprietary technology, patents, or trademarks, and has not disclosed any AI or machine learning capabilities.
The firm expanded its geographic footprint in 2024 with the opening of a Denver, Colorado office led by Mark "Mattis" Sessel, and added two new financial advisors (Matt Buckman and Daniel Polinsky) the same year. IFG Advisors is a privately held LLC with no disclosed parent company, institutional investment, or external funding events. Revenue figures are not publicly disclosed, and the firm operates as a small, boutique advisory practice with limited visibility on scale metrics beyond headcount and office count.
IFG Advisors firmographics
Firmographics- Name
- IFG Advisors
- Legal name
- IFG Advisors LLC
- Website
- https://ifgadvisors.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- IFG Advisors LLC is an independent financial planning firm serving high-net-worth individuals, including dentists, doctors, and business owners, with comprehensive wealth management spanning investment, tax, estate, and insurance planning across offices in St. Louis and Denver.
- Ownership category
- akta.pro rank
IFG Advisors industry classification
Industry- Product category
- Wealth Management and Financial Planning
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
Keywords
Where IFG Advisors is headquartered
LocationHeadquarters
- HQ city
- St Louis
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
IFG Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Planning and Advisory Fees: Comprehensive financial planning services including investment management, retirement planning, tax planning, estate planning, insurance analysis, and philanthropy guidance. Revenue derived from AUM-based fees and/or flat planning fees for high-net-worth clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
IFG Advisors product offering
Product offeringCore offering
IFG Advisors is an independent financial planning firm that delivers comprehensive holistic wealth management services to high-net-worth individuals and families. The core offering encompasses eight interconnected practice areas: 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, and education planning. Services are delivered by credentialed CFP, CFA, CPA, J.D., and CLU advisors who use third-party platforms (Schwab, eMoney, Black Diamond, Account View) to support custody, planning, reporting, and account aggregation.
Product overview
IFG Advisors is an independent financial planning firm offering a single, unified wealth management service. Their core offering is a comprehensive holistic planning approach delivered through a deliberate and intentional methodology. The service encompasses eight interconnected practice areas: 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, and education planning. These services are provided by a team of credentialed advisors (CFP®, CFA, CPA, J.D., LL.M.) who work with clients to define goals and develop personalized roadmaps for financial success.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive holistic financial planning service delivered to high-net-worth individuals and families. The service integrates eight interconnected practice areas (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, and education planning) through a deliberate, intentional, and predictable methodology delivered by credentialed advisors.
Companies that use IFG Advisors
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles4 records
IFG Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
IFG Advisors partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and supporting.
- Schwab AlliancecoreSchwab Alliance provides institutional custody and trading services for client accounts. IFG Advisors uses Schwab as the primary custodian for client assets, enabling trade execution and account management through the Schwab platform.
- eMoneycoreeMoney is a financial planning software platform used by IFG Advisors for comprehensive financial planning, goal tracking, and client portal access.
- Black Diamond Performance ReportingcoreBlack Diamond provides performance reporting and portfolio analytics for IFG Advisors, enabling institutional-quality reporting for client portfolios.
- Account ViewsupportingAccount View (by All Accounts) provides aggregated account access allowing IFG Advisors and clients to view multiple accounts in one place.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
IFG Advisors competitors and assessment
Company assessmentDirect peers
- Moneta Group: Independent, fee-only RIA headquartered in the St. Louis region serving HNW individuals and families with comprehensive wealth planning — a direct geographic and service-model competitor to IFG.
- Buckingham Strategic Wealth: Fee-only independent RIA offering comprehensive financial planning to HNW individuals with a similar holistic, evidence-based planning philosophy and multi-specialist team structure.
- Northstar Financial Advisors: Independent RIA focused on holistic financial planning for HNW individuals, with comparable team size and personalized planning-led approach.
- Wetherby Asset Management: Independent, fee-only RIA providing comprehensive wealth planning to HNW individuals and families — comparable in size, service philosophy, and target client profile.
- The Biondo Group: Smaller independent RIA providing comprehensive wealth management and financial planning to HNW families — closely comparable in scale, service model, and client profile.
Broad incumbents
- Wealth Enhancement Group: Acquisitive RIA platform serving HNW clients with comprehensive financial planning; represents the consolidation pathway that could absorb or outcompete small independent firms like IFG.
- Carson Wealth: Large national RIA platform that supports independent advisors with holistic financial planning services to HNW households, comparable in service breadth and target client.
- Edelman Financial Engines: National independent RIA providing comprehensive financial planning and investment management to HNW individuals; comparable offering and target market at significantly greater scale.
- Mercer Advisors: National RIA offering comprehensive financial planning and investment management to HNW households; a scaled incumbent whose consolidation strategy targets firms similar to IFG.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive fee-only financial planning and investment management to HNW clients across all 50 states — represents the scaled incumbent model IFG competes against.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
IFG Advisors social profiles
Digital presenceIFG Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
IFG Advisors leadership team
Management profileNumber of profiles
Profiles9 records
IFG Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IFG Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IFG Advisors
What does IFG Advisors do?
IFG Advisors is an independent financial planning firm that delivers comprehensive holistic wealth management services to high-net-worth individuals and families. The core offering encompasses eight interconnected practice areas: 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, and education planning. Services are delivered by credentialed CFP, CFA, CPA, J.D., and CLU advisors who use third-party platforms (Schwab, eMoney, Black Diamond, Account View) to support custody, planning, reporting, and account aggregation.
Is IFG Advisors a public or private company?
IFG Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was IFG Advisors founded?
IFG Advisors was founded in 2006. It employs 1 to 10 people.
Where is IFG Advisors based?
IFG Advisors is headquartered in St Louis, United States, in the North America region.
How does IFG Advisors make money?
One revenue line is on record: financial Planning and Advisory Fees.
Who are IFG Advisors's main competitors?
Direct peers on record are Moneta Group, Buckingham Strategic Wealth, Northstar Financial Advisors, Wetherby Asset Management and The Biondo Group. Broad incumbents are Wealth Enhancement Group, Carson Wealth, Edelman Financial Engines, Mercer Advisors and Creative Planning.
Does IFG Advisors have an API?
No public API is recorded for IFG Advisors.
What industry is IFG Advisors in?
IFG Advisors's product category is Wealth Management and Financial Planning. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.