You Define What’s Next
Together We Create A Path Towards It.


Insights about ICG next

As a multi-generational firm, ICG next is distinctly positioned as the partner of choice for financial professionals.

Whether one is embarking on a career within the financial services industry, is considered a “mid-career” financial professional or a seasoned, experienced professional seeking a succession solution, ICG next demonstrates the organizational capacity, maintains the administrative support and boasts a collection of innovative, proactive and holistic strategies & procedures to shape your future – what’s “next.”

There are powerful and profound trends unfolding in the financial services industry, seismic changes that will impact our clients, their families, our industry and ourselves – we’ve developed a set of strategic plans to capitalize on them and are both committed and focused on execution of our strategic plans to ensure that ICG next, it’s advisors and staff remain valuable, relevant and sustainable in an ever evolving industry & world.

At ICG next, we are clear on where we’re headed and welcome exploring a strategic relationship.

Professional Credentials


The financial professionals affiliated with ICG next demonstrate extensive professional credentials & industry experience – ensuring the firm is strategically positioned to remain relevant & valuable for generations to come.  In turn, the professionals associated with the firm can rest assured of sustainable career regardless of how the financial service industry evolves.

  • Barron’s Magazine – Top 1200 Advisors (Nationwide)
  • Forbes Magazine – Best in State (New Jersey)
  • New Jersey Monthly – Five Star Wealth Manager
  • Registered Rep Magazine – Top 100 Independent Advisors (Nationwide)
  • Financial Times – Top 400 advisors (Nationwide)

Discover the advantages with ICG next

  • Advisor retains ownership in clients brought to, and sourced at, ICG next
  • Opportunity to receive additional compensation by servicing ICG next clients
  • Opportunity for assistance with business development and growth inclusive of practice merger, equity and acquisition initiatives
  • Opportunity to hold periodic marketing events paid by ICG next – planned with ICG next’s administrative and wholesaler support
  • Opportunities to participate in ICG next’s client appreciation eventsDeeply discounted managed account fees negotiated by ICG next with LPL Financial
  • ICG next pays broker-dealer expenses (ie. registration & licensing fee’s, Errors & Omissions coverage, technology fees and ticket charges)

Explore the Opportunities

  • Opportunity to participate in ICG next’s succession planning process
  • Assistance with complex client cases and/or financial planning strategies and solutions
  • Advisor’s professional bio included on ICG next’s website
  • Advisors benefit from ICG next’s strong community presence and social media marketing
  • Opportunity to participate in ICG next’s charitable endeavors

You Have Access

  • Access to experienced, knowledgeable managing partners for mentoring/coaching
  • Access to interns through ICG next’s internship program
  • Access to professionally prepared portfolios
  • Access to a wide variety of wholesalers
  • Access to support staff provided by ICG next
  • Access to ICG next’s professional network (i.e. property & casualty, mortgage, legal and accounting professionals)

ICG Resources for Success

  • Advisor will be provided with a laptop, office telephone, office technology, office supplies, and subscriptions to financial news and research
  • Access to a fully furnished office within ICG next offices

The foregoing do not constitute a contract or promise by ICG next but are intended to illustrate the full-range of benefits available based on the individuals position and/or performance at ICG next and at ICG next’s sole discretion.

ICG next & LPL Financial are separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.


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Whatever is next for you and your family, we’re here to help.

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