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

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

The firm provides advisory services to individuals and high‑net‑worth individuals, offering one‑time and ongoing financial planning with account aggregation, a client portal, and periodic reporting. Rather than acting as an in‑house portfolio manager for individual accounts, it delivers investment advice primarily through selection of third‑party managers on a managed‑account platform. Investment implementation is carried out by recommending and monitoring third‑party money managers and model portfolios available on the platform, and the firm conducts due diligence and ongoing performance reviews of those managers. Recommended investments are generally limited to mutual funds, ETFs, fixed income, insurance products and select non‑U.S. securities, and the firm provides periodic reviews and client communications about portfolio performance and planning progress. Distinctive features include the firm’s deliberate choice not to provide direct portfolio management for individuals—a less common model among independent advisers—which means it operates mainly as a selector and supervisor of third‑party managers under a fee‑sharing arrangement with the platform. The principal maintains separate, disclosed insurance sales activity and a federal‑benefits training business for government employees, and the firm uses AI‑assisted recording/transcription and CRM/document imaging tools to capture and retain client communications.

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