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IFA BUSINESS RESOURCE GROUP IS A PROFESSIONAL ASSOCIATION CREATED TO BENEFIT YOU AS YOU NAVIGATE BUSINESS RESOURCES WITHIN THE FINANCIAL SERVICES INDUSTRY.

An exclusive community of independent financial advisory business owners.

About the IFA Business Resources Group:
IFA was created in response to the growing need for independent Financial Advisory businesses to connect, network, and have access to a list of qualified, reputable vendors who understand the financial services industry.

This association provides its members (independent financial advisory businesses) with warm connections to other financial professionals and relevant business partners in order to collaborate, share resources, exchange knowledge, and network with each other. 

IFA allows members to join anytime throughout the year. 

Eligibility:
Membership in the professional association is at the business level and requires the following:

•  Employer identification number or proof of sole proprietorship
• Active CRD# for the owner(s) or sole proprietor OR registration with the SEC as an investment advisor (RIAs)

Value in membership:

Vetted Vendor List:
Access to a list of qualified vendors to service your business, many of which are specific to the financial service industry.

Quarterly Newsletters:
Access to quarterly newsletters pertaining to business and industry related articles of interest. Members, access the newsletters in the Membership Dashboard here.

Bookkeeping Partnership with Reduced Rates:
IFA is excited to announce a new bookkeeping partnership designed to help our members save time and money. Through this program, members will now have access to professional bookkeeping services at reduced rates, available nationwide. Learn more here.

This partnership is tailored to support independent financial advisors businesses of all structures and sizes, helping you streamline your financial operations while lowering costs.

Member Benefit Plan:
This member benefit program is not a quoted program that is marketed or sold through the commercial market and is not an employer sponsored plan, but rather a Member Benefit Program that is open to members and employers and/or employee members through membership in IFA.

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IFA MEMBERSHIP PRICING:

Tier 1 – Business member sole proprietorship: $500 per business/year
Tier 2 – Business member 2-5 employees: $750 per business/year
Tier 3 – Business member 6+ employees: $1,000 per business/year

Affiliated business members can join for a reduced fee at $250/year if their affiliated host practice is a member, otherwise appropriate tier applies.