Innovative Financial Group, LLC Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Innovative Financial Group, LLC is a financial services organization functioning as an OSJ that supports independent financial advisors nationwide. Although the advisors run their own businesses, the firm provides a dedicated team of professionals focused on helping them launch, grow, and ultimately monetize their practices through succession planning. The company targets advisors who are within five years of retirement, offering continuity plans that address death or disability and guidance through business valuation, flexible deal structures, legal document drafting, and a structured transition process for implementation. Based in Nashville, Tennessee, Innovative Financial Group aims to preserve the client-advisor relationship and ensure a fair transition of practice value for the long term. Securities and investment advisory services are offered through Osaic Wealth, Inc., with the broader organization positioned within the financial services industry as a facilitator for advisor continuity and succession.

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