Join Our Team

Work How You Want to Work

At Innovative Premier Financial Services, you have the freedom to work at your own pace, nurture client relationships, and focus on creating customized financial plans that deliver real value. You bring the knowledge, and we provide the platform and innovative tools for your success.

Innovative Success

Our team utilizes cutting-edge technology and implements forward-thinking financial planning strategies that deliver exceptional value to clients. Join us in a dynamic environment where creativity meets financial experience. Here, you’ll have the resources and support to innovate your practice and elevate your client relationships.

Smart Succession Planning

Our comprehensive succession planning program is designed to ensure a smooth transition for your practice when the time comes. Whether you’re looking to step back in the coming years or seeking a long-term partnership, our team is here to help you create a robust succession strategy that protects your legacy and maximizes the value of your business.

We Want You, But We Don’t Need You

We are not dependent on your revenue, so we’re looking for the best fit. We want savvy advisors with forward-thinking financial planning skills, ambition, and integrity.

Experienced Advisors

We create strategies that are tailored to your needs and goals.

Breakaway Advisors

Break free from the rigid structure of big firms and get the autonomy you deserve. At IPFS, you’ll be free to build your practice and serve clients your way.

Insurance Advisors

We’ll help you expand your services beyond policies and equip you with the innovative tools you need to offer full-scale financial solutions, and grow your business.

Transitioning & Exiting Advisors

Not ready to fully retire? We’ll help you smoothly transition your book of business while giving you the flexibility to scale back your workload.

Strategic Acquisitions

We believe in growth through acquisition—specifically, acquiring client books that align with our vision. We’re actively seeking talented advisors looking to transition their practices or sell their client lists. If you’re ready to unlock the full potential of your hard work and want to partner with a firm that values your clients as much as you do, we want to work with you.

Own Your Next Chapter

Whether you’re looking to ease into retirement, break away from the ordinary, or fully transition your client book, let's explore if you're a good fit for our financial services firm.

Connect with Us Today

Just Ask How We’re Different

Marketing Training

Streamline your growth with branding, licensing, and professional driven marketing strategies and ready-made social media solutions

Human Resources

Let us handle your team with payroll processing, remote office support, and healthcare plans tailored for your W2 employees.

Practice Development

Access robust practice management solutions that position your firm for sustainable growth, including coaching, financing, and office setup.

New Client Onboarding

Get comprehensive onboarding assistance when hiring new advisors, from managing transition costs to seamless integration into your firm.

Back Office Support

Rely on a dedicated back-office support team that handles technical setup and troubleshoots issues to make sure your office tech is always working for you.

Who We Work With

We specialize in crafting personalized income, investment, and retirement plans for business owners and affluent families in the medical and oil industries.

Clients We Serve

Our Approach

Our tax-smart strategies and forward-thinking financial plans, coupled with integrity and team-focused service, create trusted, lasting partnerships.

Explore Our Approach

Our Team

Our team leverages over six decades of diverse financial industry experience and a personalized, educational approach to create tax-efficient, long-term financial plans.

Meet Our Advisors