A Personal Approach to Planning
For nearly two decades, Incisive Financial Group has helped businesses, nonprofits, and families build long-term financial confidence through disciplined planning and fiduciary guidance. Our story is rooted in a commitment to serve every client with clarity, integrity, and a genuine focus on people first.
A Story Built on Service and Experience
How IFG Became a Trusted Financial Partner
Founded more than 18 years ago, IFG was created to provide retirement plan consulting and financial guidance that genuinely puts people at the center. What began as a small advisory practice in Northern Virginia has grown into one of the region’s most respected fiduciary firms, serving companies and households across VA, DC, MD, and DE. Over the years, our philosophy has remained the same: help every client—at every income level—build a meaningful financial future.
Our growth has been led by strong, steady leadership and a culture grounded in doing what’s right. President Michael Stone brings over 30 years of financial services experience and has been recognized as a top advisor multiple times, reinforcing our credibility and industry standing. IFG’s national accolades, including recognition as a Top 100 Retirement Plan Adviser, reflect a tradition of excellence that continues to guide our work every day.
We Believe Wealth Should Be Built for Everyone
From entry-level employees to executives and business owners, we care about helping people make financial progress that lasts.
Who We Serve
Supporting Employers, Individuals, and Community Organizations
We partner with a diverse range of clients who trust us to provide clarity, structure, and long-term strategy for their financial goals. Our experience spans multiple industries and needs, allowing us to tailor solutions that genuinely support each audience.
Businesses & Government Contractors
We help companies design and manage competitive retirement plans that attract and retain talent, provide fiduciary oversight, and strengthen their employees’ long-term financial well-being. Our advisors ensure compliance, clarity, and a plan structure aligned with each organization’s goals.
Nonprofits & Associations
We support mission-driven organizations with retirement plan guidance, plan design, and employee education tailored to diverse and often budget-sensitive workforces. Our approach helps nonprofits offer meaningful benefits while staying aligned with their mission and governance needs.
Individuals & Families
We guide professionals and families through personalized planning, investment management, retirement income strategy, and education funding. Our focus is on long-term clarity, confidence, and a financial roadmap that adapts as life changes.
Our Values
What Guides Our Work Every Day
Our values shape how we serve clients, collaborate as a team, and build lasting relationships rooted in trust and transparency. Each reflects a principle that drives our work and defines the experience clients have with IFG.
People First
We prioritize the needs, goals, and well-being of every client and employee we serve.
Clarity & Strategy
Our planning process brings structure and transparency to even the most complex financial decisions.
Long-Term Partnership
We invest deeply in our clients’ success, offering guidance that evolves with every stage of life and business.