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Understanding Today's Financial Environment


Welcome! We are North Georgia Wealth Management Group, a financial life planning and wealth management firm nestled in the foothills of the Appalachians. We are an independent investment planning practice specializing in fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through IFG Advisory, LLC. Clients include long-time residents, as well as entrepreneurs and individuals drawn to the natural beauty of North Georgia as a retirement destination.

We understand that individuals face unique challenges as they plan for their life's journeys. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. 

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Individuals & Families

Let us provide you with guidance that can help you understand and better define your financial goals.

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Foundations & Endowments

We follow a comprehensive process designed to determine the optimal approach to managing your assets.

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Entrepreneurs

Special insight and perspective to help business owners pursue their objectives and success.

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Hourly Consulting

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Comprehensive Plans

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Wealth Management

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Advisory Services

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Helpful Content

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Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Does Your Credit Score Affect Your Insurance Rates?

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Insuring Your Business Against Cyber Liability

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This questionnaire will help determine your tolerance for investment risk.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator can help you estimate how much you should be saving for college.

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Long-Term-Care Protection Strategies

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles of Preserving Wealth

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The Business Cycle

How will you weather the ups and downs of the business cycle?

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The market is as unpredictable as the weather. We’d love to help you prepare.

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