Integrated Partners

Integrated Partners (Integrated) functions as our back-office support so we can offer a streamlined, boutique client experience. It is through Integrated that we can leverage a large suite of technology platforms and robust service offerings while maintaining independence.

Integrated is an independent, fee-based financial planning and wealth management firm. Built on a foundation of collaboration, service and support, Integrated is dedicated to the advisors they serve. Founded in 1996, Integrated is now one of the largest and most successful independent financial services organizations in the country, serving over 20,000 clients nationwide.

Resources include a tenured and credentialed advanced planning, case design and investment management team with 50+ years of collective experience. In addition, they offer business owner planning and family office services including an in-house estate planning attorney as well as asset protection specialists to review and design insurance solutions.

Integrated’s status as a Registered Investment Advisor (RIA) means that they operate as a fiduciary to clients. Specifically, they place clients’ interests first and always act in the clients’ best interest. With the ever-changing nature of our industry, Integrated provides us with extensive practice management programs and training, as well as independent research. These built-in support structures allow our firm to maintain and strengthen our close relationships with our valued clients while simultaneously allowing us to flourish and adapt as the industry evolves.