Integrated Financial Partners has been empowering financial advisors to realize their entrepreneurial vision since 1996. We provide comprehensive business-building services tailored for truly independent advisors. With 129 advisors and 37 regional offices nationwide, we’ve built our reputation one advisor and one client at a time. Founded on empowerment, integrity, and trust, we champion the positive impact financial advisors have on people’s lives.
Comprehensive Support for the Independent Advisor
Integrated Financial Partners offers a fully customizable, open-architecture business environment. This includes crucial support services such as:
- Technology: Cutting-edge tools and platforms to streamline operations.
- Investment Management: Access to diverse investment strategies and solutions.
- Advanced Planning: Expertise in estate planning, tax planning, and more.
- CPA Partner Program: Collaboration with trusted accounting professionals.
- Family Office Platform: Comprehensive wealth management for affluent families.
- Custody Services: Secure and reliable asset safeguarding.
- Marketing and Public Relations: Building brand awareness and attracting clients.
- Mergers and Acquisitions (M&A) Support: Guidance on business growth and transitions.
- Succession Planning: Ensuring the long-term continuity of your practice.
- Comprehensive Business Counsel: Expert advice on all aspects of running a successful financial advisory business.
A Commitment to Empowerment and Integrity
Our success stems from a deep commitment to empowering independent financial advisors. We provide the resources, support, and freedom necessary for them to thrive in a competitive landscape. Our core values of integrity and trust underpin every interaction and decision we make.
Partnering for Success
We believe in building long-term partnerships with our advisors based on mutual respect and shared goals. By fostering a collaborative environment, we enable advisors to focus on what matters most: serving their clients and building their businesses. Integrated Financial Partners’ nationwide presence ensures accessibility and local expertise to support advisors across the country.
Building a Lasting Legacy
Integrated Financial Partners is dedicated to helping advisors build enduring legacies. We provide the tools and resources necessary for sustainable growth and successful transitions, ensuring a lasting impact on the financial well-being of clients for generations to come.
Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.
