Our RIA

The 680 Group has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.

Independent Advisor Alliance has more than 145 partner advisor firms in 25 states. This affiliation with Independent Advisor Alliance allows The 680 Group to focus solely on financial planning, asset management, and providing exceptional service to clients.