Media Coverage Highlights

The longtime financial media creative guru transitions to an in-house marketing role after two decades at Financial Planning Magazine and InvestmentNews. Originally on Globe Newswire: Integrated Appoints Matt Ackermann to Chief Content Officer Role

Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services Source: Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services

Homer Smith and Dave Stuehling have joined Integrated Partners. Source: $6bn hybrid adds $200m Ameriprise duo | Citywire

Lake Avenue Financial’s CEO Alex Chalekian will also become Integrated Partner’s Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning. Source: $160 Million AUM Lake Avenue Financial Joins Integrated Partners | Wealth Management

The father-and-son team is the 40th firm from Southern California to join Integrated. Source: Mohr Financial Group Joins Integrated Platform With $430M In AUM

BOSTON (PRWEB) April 16, 2019 Integrated Financial Partners, a national financial planning and registered investment advisory firm, is proud to announce that it has been recognized as a 2019 recipient of the prestigious “Best Places to Work for Financial Advisers” honor, an accolade bestowed upon seventy-five financial advisory firms annually by InvestmentNews. A perennial recipient […]