This site is built exclusively for financial advisors interested in learning more about Independent Planning Group. We believe the time you spend here will give you a unique understanding not only of the benefits of independence, but also of being affiliated with one of the country’s most innovative independent mutual fund dealers and managing general agencies.

As technology continues to shape the way we do business, IPG is leading the way by utilizing and continually enhancing the IPG Virtual Office. IPG Virtual Office is a highly sophisticated task-oriented software program designed to help representatives manage their books of business.

We realize the importance of technology in today's competitive financial services industry and place a high priority on delivering the necessary tools to help our representatives’ businesses succeed. Our next generation of technology is aimed at making office administrative processes more efficient so our representatives can allocate more time and resources to growing their business practices and providing quality financial advice to clients.

Every year, many of the industry’s top financial advisors who are seeking greater autonomy and a sense of ownership choose IPG, the firm that sets the industry standard for quality and service. We invite you to find out why.



Sincerely
Vince Valenti