Dedicated to Your Success.
Your personal goals, business objectives, and definitions of success are as unique as your advisory business. We value your independence, and believe our role is to work with you to support your business vision. Our team provides a collaborative environment geared toward your business growth and practice success.
Compliance and Operations
Gain greater confidence with our comprehensive compliance and operations support. Our dedicated team is here to help keep your office running smoothly and efficiently.
We connect our advisors with state-of-the-art technology consulting services to help ensure your offices are setup to meet today’s rapidly changing industry.
Business Growth and Transitions
Through our network of independent advisors, you can be part of a wealth of industry knowledge, transition services, and new business opportunities.
Marketing Design and Solutions
We can help drive your business farther with access to quality marketing design and print services. In addition, you can order promotional gear using our proprietary Marketplace.
Hear from Our Advisors
“We’re a united group together -- a force. What we have is unique in the industry and invaluable to your practice!”
Shawn Dunnigan, CFP®
Fort Collins, CO
“I was able to grow my business by the sharing of ideas from everyone who is a part of this group!”
Mike Huck, CFP®, AIF®
"We have proven time and time again that there is strength in numbers...just like a herd of stampeding buffalo. In this industry it is easy to feel overwhelmed and alone. With ICA Group you matter because we have history and a genuine concern for members of the 'Family'!"
Matt Bragg, CFP®, RFC
The Investment Center Advisor Group OSJ has been built with a clear focus on each advisor and their growth by incorporating and leveraging the successes of advisors within the OSJ through multiple forms of idea sharing, collaboration, and value-add components unique to the ICA Group…Better Together.
Get Started Today
Join the Group and experience the ICA Group Advantage
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