Independence ​Financial Group

Our mission is to put people, not institutions, in ​control of their own hard-earned money.

Our Approach:

We manage and report on your assets regularly.

When you need us, you get us! We believe that frequent conversations about Financial ​Reporting and Analysis with you is ​imperative for building relationships of mutual ​respect and trust.


Our Firm is based on Integrity, Discipline and Experience. We offer the Professional ​Portfolio Management skills found at ​larger institutions coupled with the personal ​service only a boutique can provide.

Our Experience:

Single family-owned businesses, professional associations, ​significant life events.

We utilize Pershing, a subsidiary of BNY Mellon, as our custodian which gives us the ability ​to meet you - our valued client - ​exactly where you are in your financial journey.


INDFG utilizes the Science of Investment Theory, drawing heavily from the established ​framework of Asset Allocation. Our ​open architecture provides limitless opportunity to seek ​best-in-breed, low cost and globally diversified investment vehicles ​necessary to address risk ​environments in the 21st Century. 

Our Expertise:

Simplifying complex issues.

From Portfolio Management, Capital Growth and Wealth Preservation - to Retirement ​Transitions, Tax Minimization, and ​Gifting Strategies - we have you covered with our ​extensive financial knowledge.

Acorn

We never neglect peace of mind in the pursuit of pure performance metrics.

Contact us Today!

Acorn

Independence Financial Group

Office: 205-208-1716 | Email: Trey@indfg.com

Address: One Metroplex Drive, Suite 120 Birmingham, AL 35209

All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources ​considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this ​communication's conclusions. Please contact us at 205-208-1433 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any ​account reports from INDFG, with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure ​brochure, or a summary of material changes made, is also provided to our clients on an annual basis. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through ​Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC (www.finra.org/www.sipc.com) , to residents of: AL, AZ, CA, FL, GA, IN, LA, MD, MS, SC, TN, TX , VA & WY. Cambridge and Independence Financial Group are not affiliated.

For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. ​Securities offered through Cambridge Investment Research, Inc. are not insured by FDIC and will fluctuate in value and are subject to investment risks including possible loss of principal.