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INDEPENDENT BUT NOT ALONE

 

At AFC Wealth we believe being independent allows us to offer truly unbiased, objective advice.

But being independent does not mean being alone.

In 2011, Matt Carpinelli joined Integrated  Financial Group, a consortium of independent LPL financial planners from across the country. Since its inception in 2003, the Consortium has maintained a culture of passionate, strictly vetted independent financial planner members who support the idea that many minds are greater than one. This Consortium—or group—of expertise is called the Brain Trust.

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Brain Trust Photo

“AFC Wealth’s affiliation with this professional  group is invaluable; it gives me access to a network of talented, like-minded peers who share strategies, best practices and advice. My clients benefit from the collective expertise of the Brain Trust in addition to the perks AFC Wealth’s customized financial planning approach.”

-Matt Carpinelli, President & Wealth Manager, AFC Wealth

 

WHAT IS A CONSORTIUM? WHAT IS THE BRAIN TRUST?

 

Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta , with over *$1.2 billion in brokerage and advisory assets under management. With over 70 Consortium Members owning firms across 9 states, they form a diverse, experienced and qualified group of professionals. Each advisor member in the consortium independently owns his or her financial practice , and everyone has their own unique style and special area of planning expertise. Twenty fifteen marks their 12th consecutive year as one of Atlanta’s Top 25 Financial Planning and Advisory Firms. They were also an Atlanta Journal-Constitution Top Workplace for 2015 and 2016.

*Based on assets under advisement since 2004, Atlanta Business Chronicle.

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