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About Nexus Financial

Who We Are

Nexus Financial, LLC is a financial services marketing organization comprised of two separate entities; Independence Financial Group, Ltd and RHM Partners, LLC. While Nexus officially began in 2019, its roots go all the way back to 1991.

Nexus Financial (Nexus) was formed with the belief that the future of organizations such as ours will be focused on the ability to better align our goals and objectives to those of independent advisors like yourself. In order to better serve you, we needed to nurture our historical value-added proposition of helping you grow your business in a manner that best suits your objectives while efficiently processing your business in a timely basis. With that as the backdrop, we believe that our organization, Nexus Financial, best positions us to deliver on this proposition. Based in Blue Bell, PA, Nexus Financial has formed relationships with the top financial services and insurance companies in the industry. It is our goal to deliver a broad array of high quality products at competitive compensation with the highest level of support to you and your clients.

In addition to the outstanding lineup of life, annuity, long term care and disability products that Nexus offers, we also have access to one of the nation's top independent broker-dealer operations, Lincoln Financial Advisors, with approximately 8,900 independent representatives, agents, and full-service financial planners throughout the United States administering more than $256 billion in client assets as of 2018. Lincoln Financial Advisors (LFA) professionals can offer planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. In addition, LFA professionals have access to an outstanding technology platform as well as a wealth of additional services and in-house expertise.

Together with a strong insurance product offering, a high-quality broker/dealer with a corporate RIA and more than 70 years of combined industry experience, our team is well positioned to help you take your business to the next level. We are most excited about this new opportunity and look forward to sharing more details with you when associating with Nexus Financial.

Our History

Independence Financial Group (IFG) was formed in 1991 as a wholesaling organization in the Mid-Atlantic Region of the United States for one of the nation's oldest mutual insurance companies. That organization consisted of a life insurance wholesaling division, as well as an Office of Supervisory Jurisdiction for Registered Representatives that affiliated with the Broker/Dealer and Corporate RIA for investment business. Over the course of time, we cultivated strong relationships with some of the region's best independent financial professionals with a model based on premier service, support, values, and compensation. Between 1991 and 2007 our organization was consistently recognized as a top performer in the nation at numerous companywide sales conferences for both life insurance sales and its securities production.

As we entered into the 21st century, the financial services industry began changing ever more rapidly. We quickly recognized that only being able to offer limited options to our advisors was not in line with what fit their clients individual goals and objectives. With that in mind, along with the idea of offering even more services and support, the partners of the firm decided to depart from its original business model in 2008 and form a new independent organization, separating itself from its tie to the mutual company and its Broker/Dealer. At that time, a new Independence Financial Group was reborn, and with it, RHM Partners, LLC was formed. This blended organization consisting of both entities established its goal of becoming a premier brokerage general agency in the insurance industry, while still maintaining an Office of Supervisory Jurisdiction for Broker/Dealer and RIA representatives. RHM Partners aligned with Lincoln Financial Group due to its position as an industry leading insurance carrier, along with its B/D & RIA operations offered through Lincoln Financial Advisors. Independence Financial Group established contracts with other top insurance and annuity carriers as a Brokerage General Agency. As a direct result of continued partnerships and relationships with our advisors, from 2008 until the formation of Nexus Financial in 2019, RHM & IFG grew their operation rapidly and was consistently recognized as an industry leading financial services firm.

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