Hi there. Thanks for taking a few moments out of your day to drop in to our website and learn a bit more about Integrated Financial Partners. We have a lot to share with you.
From buying that first house to saving for college to putting away money for retirement and the next generation, conversations about finances can be difficult.
At Integrated, we understand and we are here to help.
An experienced, independent wealth management and financial planning firm, Integrated was built on a foundation of financial planning tailored to the clients we serve. We offer comprehensive, customized financial advice to individuals, families and business owners.
Our mission is simple: To have a meaningful impact on our clients’ financial lives by providing confidence that someone is in their corner, consulting with their family, throughout every stage in life.
Working as a fiduciary to our advisory clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we strive to do for the people we serve.
We believe that when you empower people to be their best, amazing things can happen. We believe in each other, as teammates – encouraging, challenging and learning from one another every day. We believe in our clients – helping their families and legacies. We have a front row seat to the amazing progress they make day in and day out toward their goals.
But don’t take our word for it. Let us prove it to you.
Thank you for taking the time to visit. And if we’ve piqued your interest, let’s talk.
Warm regards,
