Integrated Financial Partners

Integrated Financial Partners is a business located in Waltham, Massachusetts. The company employs 140 people and generates $77.3 million in annual revenue. Integrated Financial Partners provides comprehensive business building services specifically tailored for independent financial advisors. They offer a wide range of services, including technology solutions, investment management, advanced planning, a CPA partner program, a family office platform, custody services, marketing and public relations support, merger and acquisition guidance, succession planning, and comprehensive business counsel. The company distinguishes itself by offering a fully customizable open architecture business environment. They believe in empowering advisors to make a positive impact on their clients' lives. Integrated Financial Partners works with 129 advisors across 37 regional offices throughout the United States. For more information, please visit www.ifpadvisor.com. Securities are offered through LPL Financial, Member SIPC. Investment advice is offered through Integrated Partners, a registered investment advisor.