Media

Mohr Financial Group’s unique succession plan relies on the dedication of the next generation of advisers to keep clients happy. Source: Advisory firm founder carries half his clients’ fees into retirement

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year. Source: LPL Financial OSJ adds 40th financial advisor office | Financial Planning

Integrated Partners, the Waltham, Mass.-based financial planning and registered investment advisory firm, has added San Diego-based Mohr Financial Group to its roster of 141 advisory partners. Source: Integrated Partners Adds $430 Million Asset Mohr Financial Group

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

SAN DIEGO (PRWEB) July 23, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that the Mohr Financial Group, comprised of five financial advisors and five team members, has chosen Integrated as their partner of choice. The father-son team, and their advisors, viewed Integrated’s entrepreneur-first approach as essential […]

BOSTON (PRWEB) June 12, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce the addition of four financial advisory teams to the organization, all with a core focus on serving active-duty members of the Armed Forces, veterans, and their families. Source: Integrated Partners Welcomes Six New Financial Advisors, […]

Three advisory teams led by Air Force and Navy veteran officers are switching their Super OSJ affiliation. Source: $136M RIAs Are Affiliating With New OSJ Integrated

BOSTON (PRWEB) May 08, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Jeremy Commeret, CEO of Hermes Wealth Strategies, has chosen Integrated as the preferred partner with whom to join forces, to fuel the growth of his business. Hermes focuses on bespoke financial planning, estate planning […]

BOSTON (PRWEB) May 01, 2019 Integrated Partners, a national financial planning and registered investment advisory firm, is adjusting its brand identity to reflect a long history of doing right by financial advisors, by integrating a wide range of business services that can be used to support them as they build the entrepreneurial enterprises they’ve always […]

The hybrid RIA expects to add $1 billion in assets in the next year from helping business owners sell. Source: Integrated Partners’ New Secret Weapon: Planning for Business Owners