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Josh Benson

Josh Benson

Vice President of Strategic Relations

Josh Benson

Vice President of Strategic Relations

I support our growth by meeting advisors and their teams where they are at today. More importantly, I get to know where they want to go. I am an extension of their team. I use my experience and knowledge to provide solutions. 

Our success is clear when we get to see the next generation of financial advisors grow and thrive. I recently launched a junior advisor training program and have already seen great results with the advisors who’ve participated.

 

My professional background includes 10 years at a financial technology company. During the last 3 years, I was a relationship manager for the top 30 firms at that technology company where I saw these firms grow at a fantastic rate both organically and inorganically. 

Rounding out my life… I have a beautiful wife, Casey, 2 amazing kids, Ezra and Aria, and 1 playful lab, Maize. I love spending time with my family and friends! When I am not with my family, you can find me on my Peloton, on the golf course (not playing well), or enjoying a nice glass of whiskey.

 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.

InTouch Innovations and LPL Financial are separate entities.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.