OUR AFFILIATION WITH INTEGRATED
We chose to join Integrated Financial Partners (Integrated) back in 2009 because of their truly independent organization and highly evolved fee-based financial planning and wealth management capabilities.
Being independent means we are free to recommend only those products and services that address our clients’ needs. Integrated follows an “open architecture” model that gives us the flexibility to select what we believe are the best products on the market. Integrated’s status as a Registered Investment Advisor (RIA) means that it operates as a fiduciary to its clients. Specifically, we place our clients’ interests first and act in our clients’ best interest.
Integrated does not manufacture investments or hold clients’ money. Our clients’ money is held with our custodial partners which include Charles Schwab, Fidelity, LPL Financial and TD Ameritrade.
Integrated provides the infrastructure of running our practice and also serves as our back-office support so we can offer a streamlined, boutique client experience. It is through Integrated that we are able to leverage robust financial planning resources and a large technology platform all while maintaining our objectivity and independence.
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 us to maintain and strengthen our close relationships with our valued clients while simultaneously allowing Integrated to adapt as our industry evolves.
Founded in 1996, Integrated serves over 20,000 clients nationwide. Integrated is headquartered in Waltham, MA, with over 51 offices across the country.
Because of Integrated’s size and scale, it provides our clients with continuity in the event something were ever to happen to us. This gives us peace of mind that our clients will be taken care of if we cannot care for them.