Integrated Financial Partners prides itself in being a consummate professional partner to fellow financial professionals.
At Integrated Financial Partners, our clients' financial needs are at the center of our advising process. We are fully committed to working closely with every advisor and professional counsel with whom our clients have existing relationships.
We graphically depict our client relationships using a triangle. The client is central in the working relationship. Integrated Financial Partners and the clients' other professional advisors take corner positions in this depiction, positioning them as protectors of the clients' best interests. The blue bands coming out from Integrated Financial Partners in the graphic illustrate our commitment to coordination and cooperation with our clients' team of professional advisors.