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Integrated Financial Partners Welcomes Vantedge, Gottlieb Wealth Management, InvestEd Consulting and Financial Strategies Group

Integrated Financial Partners Welcomes Vantedge, Gottlieb Wealth Management, InvestEd Consulting and Financial Strategies Group

Advisers with $393 million in AUA join Integrated Financial Partners

Advisers with $393 million in AUA join Integrated Financial Partners

Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019

Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019

Integrated Financial Partners Establishes Strong Southwestern US Presence; Adds Twelve Advisors, Six Regional Offices Nationally in 2018

Integrated Financial Partners Establishes Strong Southwestern US Presence; Adds Twelve Advisors, Six Regional Offices Nationally in 2018

Integrated Financial Partners Appoints Jason Lahita to Leadership Team; Launches New Website

Integrated Financial Partners Appoints Jason Lahita to Leadership Team; Launches New Website

Building a network beyond CPAs

Building a network beyond CPAs

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Integrated Partners

200 Fifth Avenue
Suite 4010
Waltham, MA 02451

12555 High Bluff Drive
Suite 210
San Diego, CA 92130

Telephone: (781) 890-3045

Fax: (781) 890-5624

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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.

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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Disclosures: Firm ADV, CRS, Privacy Policy, Business Continuity Summary Plan

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