Broker Check


We believe being independent financial planners allows us to offer truly unbiased, objective advice to our clients.

But we have also come to understand that being independent does not mean you must operate alone.

In 2015, our founding partner, Trent Adams, was asked to join Integrated Financial Group, a consortium of independent LPL financial planners from across the country. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one. This Consortium—or group—of expertise is called the Brain Trust (pictured above).

Trent’s affiliation with this professional group is invaluable; it gives him access to a network of talented, like-minded peers who share strategies, best practices, and advice.

Magnolia Financial Group’s clients benefit from the collective expertise of the Brain Trust in addition to our personalized financial planning approach.

Today, Integrated Financial Group (IFG) is one of the largest independent financial planning consortiums in Atlanta. IFG is responsible for over $1.5 billion in brokerage and advisory assets through LPL Financial and over $700 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. With 80 Consortium Members independently owning firms across 10 states, IFG forms 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 style and special area of planning expertise. Twenty sixteen marks our 13th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms.* We were also an **Atlanta Journal-Constitution Top Small Workplace for 2015, 2016, and 2017.

*Based on assets under advisement since 2016, Atlanta Business Chronicle.

**Integrated Financial Group was recognized as an AJC Top Workplace based solely on surveys about the workplace completed by their employees.

To learn more about the Brain Trust, watch the video below and visit