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Originally on Business Wire:  Integrated Partners Poised for Record 2021 Growth Surge; Bids Early Farewell to 2020


BOSTON — (BUSINESS WIRE) — Integrated Partners, a national financial planning and registered investment advisory firm, increased advisory and brokerage assets to more than $8.5 billion, hired exceptional new talent, added financial advisors and CPAs nationally, and emerged stronger from a brutal year we would all rather soon forget.

We’ve supported each other and added new growth initiatives in this difficult environment, and to have grown as we did, added the talent we did and stayed true to who we are as a company makes me very proud. – Andree Peterson, Chief Implementation Officer

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Integrated’s financial advisory recruiting and probable deal pipeline through Q2 2021 stands at a total of approximately $2.2 billion of advisory and brokerage assets, $756M of which is committed to joining. The deal pipeline is stronger that it has ever been since Integrated started tracking it in 2016. This is a testament to the fact that 2020 showed advisors in no in certain terms that a growth partner who has your back is not a “nice to have,” but a “must have.”

Added to the Integrated leadership team in 2020 were key hires Keith Frasier, Vice President, Advisor Recruiting, and Matt Ackermann, Chief Content Officer. The organization also added five financial advisors, announced in press releases earlier this year.

“This has been a trying year for the world, and our organizational ethos of walking the walk and taking care of our people no matter what, was tested,” said Paul Saganey, Founder and President. “We’re proud of the fact that we delivered on our promises to the more than three-hundred and fifty collective advisors, CPAs and team members of this firm amidst these conditions, but despite all that we can’t wait to turn the page to 2021, and we’re poised to make it our best ever.”

“We’ve supported each other and added new growth initiatives in this difficult environment,” said Andree Peterson, Chief Implementation Officer. “To have grown as we did, added the talent we did and stayed true to who we are as a company makes me very proud.”

“What we achieved this year despite the enormous challenges we, the country, and the world faced and continue to grapple with, is a testament to our collective strength as one of the nation’s largest and fastest growing advisory firms,” said Rob Sandrew, Chief Growth Officer. “We are encouraged by the fact that as a company we’ve lived up to our core values, and have ended this year in a stronger position than we were in when it began.”

Integrated’s thoughts and prayers are with all of those who have lost loved ones and/or their sources of income during the Covid-19 pandemic. We will continue to hire and will remain committed to having the backs of the advisors, CPAs and team members who call Integrated home. Our advisors, and our organization at large will continue to support the many communities in which we live and work, nationwide.

To discreetly inquire about what joining our growth-oriented culture can look like for you as a financial advisor, please contact: Rob Sandrew [email protected] or Keith Frasier [email protected]

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States, and north of $8.5 billion in brokerage and advisory assets, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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