Independent Advisor Group, LLC

Independent Advisor Group, LLC IAG is an independent wealth management firm that serves financial advisors and their clients. Securities offered through LPL Financial, Member
SIPC

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discus

s and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

"Give me six hours to chop down a tree, and I will spend the first four sharpening the axe."— Abraham LincolnWe're halfw...
06/17/2026

"Give me six hours to chop down a tree, and I will spend the first four sharpening the axe."
— Abraham Lincoln

We're halfway through the year, and this advice feels especially relevant.

The most successful Q3 plans don't start in July. They start now.

Before jumping into the next six months, take time to sharpen the axe:
✓ Review your goals
✓ Identify bottlenecks
✓ Strengthen your systems
✓ Ask for support where you need it

The second half of the year has a way of moving fast. The advisors who make the most progress are often the ones who pause to reflect, adjust, and prepare before the pace picks up.

Small adjustments today can create meaningful momentum tomorrow.

Happy Birthday, Dave! Hope your day is filled with good company, great memories, and plenty of celebration with that bea...
06/16/2026

Happy Birthday, Dave!
Hope your day is filled with good company, great memories, and plenty of celebration with that beautiful family of yours.

Join us in wishing Wyatt a very happy birthday! 🎉 Wishing you all the best in the year ahead.
06/16/2026

Join us in wishing Wyatt a very happy birthday! 🎉 Wishing you all the best in the year ahead.

Less than one week until our IAG Q2 Meeting.We're looking forward to a morning of insights, collaboration, and practical...
06/14/2026

Less than one week until our IAG Q2 Meeting.

We're looking forward to a morning of insights, collaboration, and practical ideas advisors can put into action right away. Topics will include market trends, high-performing teams, client engagement strategies, industry updates, and advisor roundtable discussions.

See you next week!

Small wins. Big progress.At the start of the year, many advisors told us they were focused on growing professionally, st...
06/11/2026

Small wins. Big progress.

At the start of the year, many advisors told us they were focused on growing professionally, strengthening client relationships, and moving their businesses forward.

Now we're six months in- 1/2 way through.

Take a look at where priorities stood at the beginning of the year and ask yourself:

👉 Where have you made the most progress?

👉 What are you most proud of?

👉 What goal are you still working toward?

Sometimes the best mid-year review isn't about what's left to do—it's about recognizing how far you've already come.
Bonus Points if you share one win from the first half of the year in the comments.

Tomorrow is another opportunity to reset, refocus, and move forward with intention.Join us for this month's Monthly Rese...
06/10/2026

Tomorrow is another opportunity to reset, refocus, and move forward with intention.

Join us for this month's Monthly Reset with Mike as we take a step back from the day-to-day to revisit priorities, share insights, and focus on the small actions that can make a big difference in the months ahead.

We’re proud to celebrate one of our own IAG advisors, Brian Pultro, as he closes an incredible chapter of service and st...
06/09/2026

We’re proud to celebrate one of our own IAG advisors, Brian Pultro, as he closes an incredible chapter of service and steps into a new one.

After 20 years in the United States Navy, he has recently retired from active duty—reflecting on a career defined by dedication, sacrifice, and service, and now turning the page toward more time with family and new personal goals ahead.

From all of us at IAG, we are grateful for his service and honored to have him on our team. We wish him the very best as he moves forward into this next chapter.

Happy Birthday Stephanie!Wishing you a year ahead full of wonderful things. Hope you have a fantastic birthday.
06/07/2026

Happy Birthday Stephanie!
Wishing you a year ahead full of wonderful things. Hope you have a fantastic birthday.

This past weekend, on a picture-perfect spring day in Media, Jake from our Horsham office married his beautiful bride, R...
06/02/2026

This past weekend, on a picture-perfect spring day in Media, Jake from our Horsham office married his beautiful bride, Rachel, surrounded by the warmth of family and friends.

Members of the IAG family were honored to share in the celebration and to witness the beginning of this exciting new chapter in their lives.

Please join us in congratulating the new Mr. & Mrs. Poulos. Wishing them a lifetime filled with love, laughter, and countless cherished memories together.

05/28/2026

Take Five, IAG: Entry-Level Humans

Consider this your official break—and your official team meeting.

Do you recognize these team members? You might know them better by their current roles… but we found their original headshots.

Looking at baby photos has been shown to reduce stress by triggering the brain’s natural reward response. So yes, this is technically productivity.

You’re welcome.



Address

100 Witmer Road Suite 140
Horsham, PA
19044

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