INTEGRATED FINANCIAL PARTNERS
AND LPL FINANCIAL
We chose to join Integrated Financial Partners (Integrated) back in 2003 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 always seek to act in our clients’ best interests.
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.
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.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.