Welcome to Integrated Financial Partners, an independent financial planning and wealth management firm, where you and your needs take center stage. We specialize in empowering entrepreneurial women, the LGBT community, and accumulator families by providing personalized guidance and a boutique concierge experience to help you pursue your financial dreams.

 

Our mission is simple: To have a meaningful impact on your financials by providing confidence that someone is in your corner, consulting with you through every stage in life so you can have a profound sense of clarity surrounding your money.

 

We recognize that financial planning can often seem daunting. That's why we developed a collaborative process that simplifies complex concepts, ensuring you have a crystal-clear understanding of your financial landscape. Our goal is to create a comprehensive and adaptable plan that reflects your values, enhances your financial well-being, and guides you toward lasting success throughout your financial journey.