What IFG Wealth Strategies does

IFG Wealth Strategies is a privately held, independent wealth management advisory firm founded in 1990 by Robert Iola, CLU, ChFC, and headquartered in Raritan, New Jersey. The firm serves successful families and owners of closely held businesses, providing integrated financial planning, investment management, tax planning, estate planning, retirement planning, charitable giving strategy, and business exit/transition services. Its core offering is the proprietary Total Wealth Solution™, a five-step planning methodology (Diagnosis, Engagement, Solution, Activator, Update) supported by six trademarked strategy modules spanning estate, charitable, tax, retirement, investment, and business transition planning, organized around the three wealth life phases of Accumulation, Preservation, and Distribution.

The firm operates with a 1-10 employee footprint and a disclosed three-person leadership team (President Robert Iola, Director of Operations Geri Mooney, Director of Marketing Kathleen Iola). IFG delivers services through a consultative, process-driven model and maintains operational independence by routing securities and investment advisory services through the Kestra Financial platform (Kestra Investment Services, LLC and Kestra Advisory Services, LLC), where it is registered as an independent advisor. Revenue is generated through fee-based advisory relationships, with no public pricing or revenue disclosure.

IFG's technology stack is lean: no proprietary platform has been disclosed, and the firm relies on Kestra Financial's integrated systems for portfolio management, the Albridge investor portal for 24/7 client account access, and the FMG Suite content platform for marketing. The firm has built a content marketing presence including a blog, resource center, calculators, and a market update newsletter to support top-of-funnel lead generation. No AI/ML capabilities, funding rounds, M&A activity, or geographic expansion signals are disclosed.

Name

IFG Wealth Strategies

Legal name

IFG Wealth Strategies

Website

https://ifg1990.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

IFG Wealth Strategies is a privately held, independent wealth management advisory firm founded in 1990 in Raritan, New Jersey, serving successful families and closely held business owners with integrated financial, tax, estate, retirement, and business transition planning through its proprietary Total Wealth Solution™ methodology.

Ownership category

akta.pro rank

Product category

Wealth Management Services

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 industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Financial planning advisory
• Estate planning services
• Retirement planning advisory
• Business transition planning

Headquarters

HQ city

Raritan

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Financial Advisory & Wealth Management Services: Provides comprehensive wealth management services through affiliated broker-dealer Kestra Investment Services, LLC and registered investment advisor Kestra Advisory Services, LLC. Revenue derived from advisory fees for financial planning, investment management, and related services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

IFG Wealth Strategies provides fee-based wealth management and tax planning services to successful families and closely held business owners, coordinating estate planning, charitable giving, tax planning, retirement planning, investment management, and business exit/transition planning. The firm delivers these services through its proprietary Total Wealth Solution™ five-step methodology and six trademarked strategy modules, operating as an independent practice affiliated with broker-dealer Kestra Financial.

Product overview

IFG Wealth Strategies offers a unified wealth management platform built around its proprietary Total Wealth Solution™ methodology. The core framework consists of five sequential sub-processes (Total Wealth Diagnosis™, Engagement™, Solution™, Activator™, and Update™) that drive a comprehensive planning approach. This platform delivers six integrated strategy modules: The Family Legacy Process™ (estate planning), The Charitable Benefactor Advantage™ (charitable giving), The Tax Choice Advantage™ (tax planning), The Strategic Retirement Option™ (retirement planning), The Absolute Return Portfolio™ (investment management), and The Business Owners Transition Plan™ (business exit planning). These modules work together to address the three phases of financial life—Accumulation, Preservation, and Distribution—providing coordinated advice rather than siloed, product-driven recommendations.

Differentiator

Problem solved

Functional benefit

Brands

• The Family Legacy Process™: Proprietary estate planning strategy to help reduce fear of estate planning while maintaining control over assets and protecting wealth for subsequent generations.
• The Charitable Benefactor Advantage™
• The Tax Choice Advantage™
• The Strategic Retirement Option™
• The Absolute Return Portfolio™
• The Business Owners Transition Plan™
• The Total Wealth Solution™
• The Total Wealth Activator™
• The Total Wealth Update™
• The Total Wealth Diagnosis™
• The Total Wealth Engagement™

Products and services

• The Total Wealth Solution™
• The Family Legacy Process™ Estate planning strategy designed to help clients maintain control over assets while protecting family wealth from creditors, lawsuits, divorce, taxes, and other threats across multiple generations.
• The Charitable Benefactor Advantage™ Charitable giving strategy that helps reduce current income taxes, increase cash flow from assets, transfer wealth to heirs, and benefit charitable organizations.
• The Tax Choice Advantage™ Tax planning strategy that creates opportunities for reducing or deferring income taxes and reducing or eliminating capital gains and estate taxes.
• The Strategic Retirement Option™ Retirement planning process that helps clients define retirement goals, determine financial independence needs, minimize taxes on retirement assets, and ensure sustainable income.
• The Absolute Return Portfolio™ Investment strategy focused on achieving positive returns every year using Investment Policy Statements and nontraditional, low-correlation investments to insulate portfolios from market downturns.
• The Business Owners Transition Plan™ Business exit planning strategy addressing transfer of control, income and capital gains tax reduction, retirement cash flow, and business valuation for closely held business owners.

Quantifiable outcome

• Potential income tax savings in tens of thousands of dollars through The Tax Choice Advantage™
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature7 records

Partnerships

One partnership is on record.

• Kestra Financial, Inc.coreTechnology or IntegrationParent company of Kestra Investment Services, LLC (member FINRA/SIPC) and Kestra Advisory Services, LLC. Provides independent advisor platform with integrated business management technology, investment advisory, brokerage, and insurance services. Headquartered in Austin, Texas. Enables IFG to remain independent without pressure to promote proprietary products.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management to HNW individuals — competes for the same HNW client need (coordinated, advice-based planning) but with a tech-enabled delivery model rather than IFG's in-person, consultative approach.

Broad incumbents

• Commonwealth Financial Network: Independent broker-dealer and RIA platform providing integrated wealth management services to advisors serving HNW clients — operates in the same independent advisor ecosystem as IFG's Kestra affiliation.
• Janney Montgomery Scott: Regional broker-dealer and wealth manager with strong presence in the Mid-Atlantic and Northeast, including New Jersey — comparable geography and HNW client base to IFG with broader product and service offerings.
• Edelman Financial Engines: Large independent RIA providing comprehensive financial planning and investment management to HNW individuals and families — overlaps with IFG's planning-driven, fee-based model at national scale.
• Focus Financial Partners: Partnership model for independent RIAs serving HNW clients with comprehensive wealth planning — comparable target market and service scope to IFG, though structured as a roll-up of independent firms.
• Northwestern Mutual Wealth Management: Large wealth manager offering comprehensive financial planning including estate, retirement, tax, and business exit planning for HNW families and business owners — comparable service breadth to IFG but as part of a much larger insurance-and-investment enterprise.
• Carson Group: Large RIA support platform serving independent financial advisors with wealth management, business coaching, and back-office services — comparable to IFG's relationship with Kestra but at much larger scale and offering similar independent RIA positioning.
• Mariner Wealth Advisors: Large independent RIA serving HNW families and business owners with comprehensive wealth, tax, and estate planning — same target segments and similar coordinated-planning positioning as IFG, but at materially greater scale.
• Creative Planning: National independent RIA offering comprehensive wealth management to HNW individuals and business owners, including estate, tax, retirement, and exit planning — directly comparable service mix to IFG's Total Wealth Solution™ at much larger scale.

Direct peers

• Buckingham Strategic Wealth: Independent, fee-only RIA focused on evidence-based financial planning for HNW families and business owners, with a strong emphasis on tax-aware and coordinated planning — closely aligned with IFG's process-driven, multi-disciplinary approach.

Market position

Strengths1 record

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ifg-wealth-strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IFG Wealth Strategies