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Navigating Independence



Independent But Never Alone

When you join Integrated, we believe our work has only just begun. It is part of our mission to consistently provide the resources and cultivate the environment to move you along in your path to growth. Your victories are our victories and it’s our job to help you achieve them.

Check out advice from our advisors and partners about what it takes to succeed in today’s current landscape.

Recruitment Trends

COVID Has Changed the Way We View Work

The pandemic taught us there’s no single way to work successfully. Our industry has proven that advisors thrive when they’re empowered with the freedom and flexibility to run their businesses the way they want to.

Culture is King

What wirehouses and broker-dealers lack in flexibility, they make up for with a sense of team and culture. Integrated Partners embraces the best of both worlds: freedom and flexibility coupled with access to experts and a networking community.

You Already Know How to Run Your Business

As an established advisor, you already understand what it takes to succeed. Integrated Partners seeks to become a valuable extension of your business, helping you identify new ways to grow, primarily by moving up market.

Tips for Navigating Independence from Leading Firms & Our Key Partners Recruitment Trends

Firm Story: Vedder Group

See why Scott Vedder says Integrated’s resources, including business and estate planning, as well as the ability to engage and collaborate with other independent firms, enhanced the Vedder Group’s entire client experience.

“Integrated was the clear and obvious best choice for us and our clients.”

Firm Story: The Reserve

For Mark Mitamura and his firm, The Reserve, partnering with Integrated was all about serving their clients.

“Integrated was the clear and obvious best choice for us and our clients.”

Firm Story: CREIDIM Wealth Partners

Find out why Todd Bessey from CREIDIM Wealth Partners selected Integrated as a partner for his firm, and how following Integrated’s detailed transition plan helped them make the move smoothly and painlessly.

“We transitioned 85% of our clients in the first 45 days.”

Firm Story: Welborn Financial

Kent Welborn of Welborn Financial outlines the “due diligence tour” that led him to Integrated Partners.

“I realized the only place I could be a true fiduciary for my clients was as an independent advisor. But being independent doesn’t mean going at this alone.”

Find out how a partnership with Integrated Partners can empower your independent firm to move up market, improve internal efficiencies and deliver a better client experience.