Independent Excellence Group2017-07-01T15:54:17+00:00


The Independent Excellence (IE) Group is regarded as a think-tank in the financial services industry. On an invite-only basis and comprised of only top financial professionals, the IE Group has members with collectively hundreds of years’ worth of experience and thousands of clients. The IE Group comes together and meets on an academic basis multiple times per year to share ideas, concepts, and industry trends on how to ultimately better serve their clients.