Financial guidance built around your goals, your family, and your future.

Independent Brokers Group works with individuals, families, and business owners to help organize financial priorities, plan for the future, and make informed decisions.

A clear approach to complex financial decisions.

Financial planning is not just about investments. It is about understanding where you are today, where you want to go, and which steps may help you move forward with greater clarity.

Independent Brokers Group focuses on practical guidance, long-term planning, and clear communication. The goal is to help clients evaluate options and make informed decisions across different stages of life.

Planning and guidance for the decisions ahead.

Wealth Management

Guidance that brings together investments, planning goals, risk considerations, and long-term priorities.

Financial Planning

Planning support designed to help organize financial decisions around income, retirement, family needs, and future goals.

Investment Guidance

Investment guidance based on each client’s objectives, time horizon, risk tolerance, and financial circumstances.

Retirement Planning

Planning support for individuals preparing for retirement or navigating decisions during retirement.

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Our Team

Mark Coverdale

Co-Owner, Financial Advisor

Jerry Ludwig

Co-Owner, Financial Advisor

Ready to start the conversation?

Contact Independent Brokers Group to schedule an introductory conversation.