Articles from Integrated Partners

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced the addition of Albritton Financial Services (“Albritton”) to its expanding network of advisors. Based in Creve Coeur, Missouri, Albritton brings more than $100 million in assets under management (AUM) to the Integrated platform.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving over *$21.3 billion in assets under advisement (AUA), today announced that Prout Financial Design (“Prout Financial”) has joined its growing network. The Traverse City, Michigan-based advisory firm, which oversees more than $331 million in AUA, will leverage Integrated’s investment management platform and succession planning support to drive future growth and continuity.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm with more than $20 billion in assets under advisement (AUA), today announced the promotion of Matt Ackermann to chief brand officer (CBO). Since joining the firm in 2020 as chief content officer, Ackermann has been instrumental in shaping Integrated’s brand identity, content strategy and culture.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving over $20 billion in assets under advisement (AUA), today announced San Diego-headquartered RetirementDNA as the latest advisory team to join its network. This partnership marks a significant expansion of both firms' capabilities in retirement plan services and wealth management.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving over $20 billion in assets under advisement (AUA), today announced the launch of its latest affiliate partner, Boston-based Generation Capital Advisors (“GCA”).

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm today announced the launch of a bespoke workshop series for Integrated Partners advisors. The first in a series of bespoke events in partnership with BNY Pershing will take place October 2-3, 2024 in Stamford, CT at the Hilton Stamford Hotel & Executive Meeting Center.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm today announced a strategic partnership with industry-leading estate planning platform wealth.com. This integration bolsters an already robust technology offering, equipping Integrated’s advisors with access to next-gen estate planning tools and allowing for an even more holistic view of clients’ increasingly complex financial lives.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president. Mohr, a rising star, has frequently earned recognition among her peers via accolades and industry awards, playing a pivotal role in the firm's development since joining in 2015.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm overseeing more than $12.7 billion in advisory assets, has announced today a new partnership with Wright, Ford, Young & Co. (“WFY”), Orange County, California's largest single-office accounting firm. This collaboration paves the way for the introduction of WFY Wealth Management.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $17 billion in assets under advisement (AUA), today announced New Hampshire-based CoFi Advisors (“CoFi”) as its latest affiliate partner. In selecting Integrated as a partner, CoFi cited the firm’s comprehensive platform that empowers entrepreneurial advisors to sustain growth and elevate client service.

Integrated Partners, (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $16 billion in assets under advisement (AUA), today announced a strategic partnership with one of the industry’s foremost private wealth experts, Russ Alan Prince.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, today announces the results of another milestone year in 2023. With over $15.5 billion in assets under advisement (AUA), Integrated has added more than $3 billion in assets in 2023 alone.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory assets, and Windes, Inc., (“Windes”), a premier Californian accounting and advisory firm, have announced a partnership to launch Ovisto™ Wealth Management (“Ovisto”).

Integrated Partners, (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $15.5 billion in brokerage and advisory assets, today announced Colorado-based PRISM Financial Strategies, (“PRISM”) as the latest advisory team to join its ranks as an affiliate partner.

Integrated Partners, (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced it is launching the Integrated Insurance Solutions offering to help its financial advisors meet the complex insurance needs of their high-net-worth (HNW) and Integrated family office division clients. Integrated has hired Peter Kaplan as its senior vice president to lead this endeavor. Additionally, the firm has appointed veteran business development professional Josh Benson as vice president of strategic relationships.

Integrated Partners, (“Integrated”) a national, holistic financial planning and registered investment advisory firm, today announced Bloomfield, Michigan-based Wealthcare Management Services (“WMS”) and JMB Financial Services Group (“JMB”) as the latest affiliate partners to join the firm.

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, today announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties.

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, today announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a roadmap for multi-generational success. The solution pulls together a comprehensive network of leading authorities in family and business law, business management, private lending, recordkeeping and investing to guide households through the challenging and complex process of generational wealth transfer.

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, today announced that its President and Founder Paul Saganey, CFP®, konvergent wealth partners’ Homer Smith and prolific private wealth industry author Russ Alan Prince launched their new book collaboration: “Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm’s Elite Wealth Management Practice.” The co-authors share the in-depth strategies that enabled the Integrated Partners CPA Alliance, a partnership between CPAs and financial advisors, to thrive for the last quarter century. The methodology highlights how partners at accounting firms can scale their practices and deepen client relationships by engaging with an elite wealth manager.

Integrated Partners, a national financial planning and registered investment advisory firm, today announced it has added Missouri-based Nold Bryant as an affiliate partner, a client-centric planning and investment firm led by Chief Executive Officer and Senior Wealth Planner Austin Nold, CFP. Nold, 36, was named as a Forbes Best-In-State Advisor for 2022 following making its Top Next-Gen Wealth Advisors list the previous year.

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, is proud to announce that it has been named the fastest-growing RIA in the country by SmartAsset, placing them first among the fastest developing organizations for the second consecutive year, as well as one of the top-growing firms in Massachusetts for the third year in a row according to Citywire RIA.

Integrated Partners, a national financial planning and registered investment advisory firm, today announced that Integrated Financial Partners -- one of its affiliates, led by Leal Deddens and Shawn Wilson -- has acquired Wagner Resources Group, nearly doubling its assets via a quick and seamless transition.

Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and overseeing approximately $130M in assets serviced.

Integrated Partners’ retirement planning and pension services arm Integrated Pension Services has partnered with well-known industry thought leader Jason Grantz as Managing Director of Institutional Retirement Sales and Marketing.

To combat many Americans’ reality that they will ultimately outlive their retirement savings, Integrated Partners has decided to share via a white paper its proprietary model which seeks to offer people an opportunity to preserve their short-term funds while also maximizing their long-term saving’s potential for additional earnings. Integrated’s Lifetime Income Model (LIM) is designed to fill the void between a person’s anticipated income and the total amount they will need to live out their lives as they wish.

Integrated Partners, a national financial planning and registered investment advisory firm, has appointed a new senior vice president of business development and financial advisor recruiting – Jason Catlender.

Integrated Pension Services (IPS) the retirement and pension services arm of Integrated Partners, announced today that it has acquired Benefits 21, Friedman LLP’s Pension Administration Services Group. Friedman LLP is one of the largest and most well-regarded certified public accountant (CPA) firms.

Integrated Partners, a national financial planning and registered investment advisory firm, announced today that Creidim Wealth Partners has joined the national advisory platform, adding its $150M firm to the Integrated universe of financial advisors and CPAs as the organization continues to record its best recruiting year ever.

Integrated Partners, a national financial planning and registered investment advisory firm, announced today that Newport Beach, CA, financial advisor Mark Mitamura and his eight-member team at The Reserve Investments have joined the national advisory platform, attracted by the strong growth resources available exclusively to affiliated firms. Mitamura’s firm primarily focuses on wealth management and financial planning for business owners and retirees.