A complete list of active advisors currently associated with Integrated Capital Planning LLC

Warmer can help you find a great advisor at Integrated Capital Planning LLC or one who fits your needs even better.

Integrated Capital Planning LLC is a small, state‑registered advisory firm managing approximately $29.9 million on behalf of roughly 35 individual and high‑net‑worth clients, family trusts, and businesses. The firm provides financial planning (hourly, project‑based, and ongoing comprehensive), discretionary investment management via third‑party/sub‑advisors, retirement plan consulting, and related services including coordination of personal tax return preparation. ICP’s investment process is grounded in Modern Portfolio Theory and combines passive and active strategies, often implemented through a sub‑advisory arrangement with Focus Partners while exercising discretion when authorized. The firm constructs client‑specific investment policy statements, conducts quarterly reviews, offers held‑away account oversight, and incorporates specialized planning for equity compensation and employee benefit optimization into ongoing advice. What distinguishes the firm from many peers is its affiliation with a public accounting practice: the principal operates an accounting/tax firm and clients may be referred between the advisory and accounting entities, with tax preparation sometimes coordinated through third‑party accounting providers. The combination of a small advisor team, focused client roster, integrated tax/accounting coordination, and targeted equity‑compensation planning is a less common service mix among similarly supported firms.

To learn more about the advisors currently working at Integrated Capital Planning LLC, 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.