Fiduciary Consulting and Governance Group join Independent Financial Group, LLC

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Steff Chalk and Marshall Esler transition to America's Finest Broker-Dealer

Independent advisory firm, Fiduciary Consulting and Governance Group (FCG), has selected Independent Financial Group, LLC (IFG) as their new Registered Investment Adviser. Fiduciary Consulting and Governance Group is led by Mr. Steff Chalk, Chief Executive Officer. His team is focused exclusively on providing objective due diligence guidance and fiduciary services to mid-market plan sponsors.

“I am pleased to affiliate with Independent Financial Group,” noted Mr. Chalk. “By doing so, we are positioned to continue delivering objective, non-conflicted advice to our Retirement Plan Trustees and Fiduciaries. IFG understands the needs of the client and they position us to meet the needs of our own clients.”

“We’re delighted Steff and his team have selected IFG as their RIA and back-office support for the important work they do,” comments Jason Benham, Director of Retirement Services and Practice Development at IFG. He continued, “Steff’s stewardship and leadership contributions through the years have benefited his clients and the industry at large tremendously. We look forward to bringing more successful retirement plan teams like Steff’s aboard.”

About Fiduciary Consulting and Governance Group
With over 45 years of combined experience between Steff Chalk and Marshall Esler, Fiduciary Consulting and Governance Group is dedicated to providing objective, independent investment due diligence guidance and education to plan sponsors nationwide. FCGG has always differentiated itself by providing objective un-conflicted advice to plan sponsors as an acknowledged co-fiduciary. FCGG is CEFEX certified and is authorized to perform CEFEX audits. Steff Chalk, founder and CEO for Fiduciary Consulting and Governance Group, has been a judge for the PLANSPONSOR Retirement Plan Adviser of the Year Award since the inception of the award and a faculty member of the PLANSPONSOR Institute; he is also co-author of “How to Build a Successful 401(k) and Retirement Plan Advisory Business.” Steff holds the AIFA professional designation. Fiduciary Consulting and Governance Group has over $500 million in total assets.

About Independent Financial Group, America’s Finest Broker-Dealer®
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports more than 590 independent financial advisors across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years and won acclaim in 2006 with their #1 rank on the list. Their notable success has been recognized in numerous financial services industry publications and most recently, received a #4 ranking and 9.6 score in REP. Magazine’s Independent Broker-Dealer Report Card. Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. IFG celebrated its 11th anniversary in 2014, ending the year with a record $118 million in total revenues.


Media Contact:
Cici Prsha
(858) 436-3180

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Cici Prsha
Independent Financial Group
+1 (858) 436-3180 Ext: 223
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