A complete list of active advisors currently associated with Integrated Financial Consulting, LLC

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

Integrated Financial Consulting, LLC is a fee-only advisory that provides personalized financial planning and investment management to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive planning that can include tax and estate planning advice and does not accept commissions or sell financial products. The firm applies a functional asset allocation framework and typically implements portfolios using mutual funds, ETFs, individual securities, and bonds with an emphasis on clients’ long-term objectives. Uncommonly for this peer group, Integrated Financial Consulting manages all client assets on a non‑discretionary basis—obtaining client consent before effecting transactions—and conducts account reviews based on client events or prearranged schedules. Distinctive aspects include a solo, fee‑only practice managing approximately $141.5 million for a relatively small client base and the inclusion of charitable organizations among its clients, a less common client type for independent advisors. The firm maintains affiliations with professional networks such as NAPFA and the XY Planning Network, emphasizes fiduciary duties for retirement accounts, and leaves proxy voting and trade aggregation decisions to clients.

To learn more about the advisors currently working at Integrated Financial Consulting, 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.