A complete list of active advisors currently associated with Integral Financial Planners

Warmer can help you find a great advisor at Integral Financial Planners or one who fits your needs even better.

Integral Financial Planners is an independent, state-registered investment adviser that serves individuals, high‑net‑worth individuals, and small businesses. The firm provides modular and broad-based financial planning, ongoing portfolio management, investment consultation, and business consultation services including employee benefits and retirement plan advice. Investment portfolios are constructed using Modern Portfolio Theory and informed by third‑party research, portfolio analytics, scenario analysis, and stress testing, with accounts managed on a discretionary basis. Financial planning follows a three‑step discovery/diagnosis/implementation process and can include implementation support and ongoing monitoring at the client’s request. Noteworthy aspects include a solo‑advisor structure that nevertheless reports roughly $8.88 million in discretionary assets across about ten clients, and an explicit emphasis on assisting small businesses while clarifying it does not serve as an ERISA §3(38) investment manager or §3(16) plan administrator. The firm also discloses that planning fees may be waived for clients who place assets under its management and that it does not vote client proxies.

To learn more about the advisors currently working at Integral Financial Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ryan Gosline	Rockport, ME	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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