Broker Check

Integrated Financial Group

Linea Private Wealth Management has chosen to partner with Integrated Financial Group, one of the nation’s largest independent financial planning consortiums, to share in a culture of intellectual capital and diverse experience.


 


Chosen as one of Atlanta’s Top 25 Financial Planning & Advisory Firms based on assets under advisement since 2004.

As our client, this IFG alliance creates a myriad of benefits including:

  • Professional recommendations and independent advice based solely on your best interests
  • Education about the comprehensive financial planning process and how each decision may impact your goals
  • Traditional business practices, paired with leading-edge technology, designed to provide you with outstanding service

The team at Linea Private Wealth Management is proud to be part of a group with vast experience and an understanding of the important role we play in helping clients work towards their financial objectives. While each client works with a specific independent advisor, all clients benefit from the shared expertise of this consortium.

The Robust Resources of LPL Financial

The team at Linea Private Wealth Management is also supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with access to objective research and a comprehensive array of tools, resources and technology.

*As reported by Financial Planning magazine, June 1996–2018, based on total revenue.