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Our History

In 2014, Independent Financial Professionals (IFP) was formed to help other independent advisers be “on their own but not alone”.  IFP is committed to creating a culture of partnership to share best practices and ideas with each other.  The focus is to connect the team to help each adviser succeed and grow their own independent and unique practice.

Our Values


We treat you as an extension of our family just like you do with your clients.

Innovative Approach

Developing a new generation of entrepreneurs that previously were underrepresented in the financial industry.

Why Us?

Committed to helping each adviser grow & succeed

Own financial planning software (MoneyEdge)

Proprietary advisor portfolios (4G)

Part of Dave Ramsey SmartVestor Pro

Monthly conference calls with varied topics

Annual Award Ceremony

Recognition & awards for career milestones

Great Broker Dealer

Featured Blog Posts & Podcasts

Blog Posts Coming Soon

Contact Us


3001 Glacier Pass Lane
Cedar Park, TX 78613

Call Us

Phone: 512-918-1900
Toll-Free: 877-918-1900
Fax: 512-918-1902

Office Hours

Mon-Fri: 9:00 AM - 5:00 PM

Send Us a Message

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Independent Financial Professionals