About IAG

Who is Innovative Advisory Group

Innovative Advisory Group (IAG) is an independent wealth management firm and Registered Investment Advisor (RIA). Our independence allows us to take a holistic approach to wealth management with our clients. We provide unbiased and transparent investment advice based on the needs of our clients.

We have brought innovation to the wealth management industry with our approach to portfolio management. This approach was created from a growing need by clients to reduce portfolio risk by investing in low-correlation assets. We found that many traditional asset classes have become more highly-correlated in recent decades, so we went searching for a better method of diversification and risk management.

We created this new approach to portfolio management by combining both traditional and alternative investments.

Learn about our wealth management team

An Innovative Approach to Wealth Management

When you think about investing, what do you think about? Do you think about investing in a mutual fund? What about investing in a company’s stock? Maybe you need income and you think about investing in US Treasury Bonds. While these might be fine investments, why would you limit your investments to only these assets?

Many people look for investments outside the stock market. Investments such as real estate, tax liens, horses, private notes or mortgages, franchises, private businesses, crowd funding peer-to-peer lending, precious metals such as gold and silver, and more. Your investments should not be limited to just stocks, bonds, and mutual funds.

Innovative Advisory Group has expanded on the traditional approach of portfolio management to include alternative investments outside the stock market. This innovation has the potential to improve on portfolio diversification, lower portfolio risk, and invest in assets that you know best.

Our firm has a "Risk Management First" philosophy which allows us to focus on asset growth and asset protection at the same time. We think of this approach as "having your cake and eating it too".

These Core Principles Are Important to Us at Innovative Advisory Group

  • Strong Risk ManagementRisk Management is about protecting your capital first. It is about understanding the risks you face with your capital, trying to mitigate those risks, and being comfortable with the risks that remain. We adopt a "risk management first" philosophy which prioritizes risk management in the pursuit of growth.
  • Complete Transparency – Our promise to you is that we provide complete transparency to you about your investments, the investment process, and all options available to you. Our firm’s independence allows us to provide this to you.
  • Retirement Account Diversification – We feel that self directed IRAs and 401ks should not be limited to stocks, bonds, and mutual funds. One of our firm’s innovations is in the ability to expand the investment selection beyond traditional investments into alternative assets. This greatly increases the ability of our clients to invest in what they know, and how we can help them.
  • Fee-only (no commissions) Advisory Service – As an independent Registered Investment Advisor, we only receive compensation from our clients directly. We do not receive compensation from any other source that would bias our advice to you. You can feel comfortable that having us as your advisor will keep your interests aligned with ours.
  • Customized Innovative Wealth Management Solutions – Our firm leverages technology to maximize our ability to provide customized portfolio management solutions to all of our clients. We will tailor your investment portfolio to your specific needs.

Why You Should Consider Working with Innovative Advisory Group.

Innovative Advisory Group (IAG) Wealth Management is dedicated to the belief that independence, experience, and versatility serve clients best when they are looking for a wealth management advisor. We consistently establish trusting relationships with our clients because we hold their financial objectives above all other interests. Our independence is further defined by our fee-only model and fiduciary (legal and ethical) responsibility to our clients.

The principals at IAG have 30+ years of combined experience working with clients, their families, and their planning needs. This period of time includes multiple market cycles, both good times and bad. We understand how to effectively manage portfolio risk.

The principals of Innovative Advisory Group are considered experts in the wealth management industry. They have been featured in major media publications such as: The Wall Street Journal, Reuters, Bloomberg Business Week, The New York Times, Boston Magazine, Boston Globe, The DiWire, Financial Planning Magazine, CNN Money, Structured Products Daily, as well as a number of well known finance blogs, radio stations and podcasts.

Innovative Advisory Group

We Can Help You. Let Us Know How.

We provide a myriad of advisory services for our clients such as:

If you have an immediate need and need to speak with an expert at Innovative Advisory Group, you can click on the button below.

If you want to learn more about Innovative Advisory Group, you can sign up for our email list.

Scroll to Top