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.
Integrated Financial Management LLC provides financial planning and ongoing advisory services to individuals and high‑net‑worth individuals, delivering one‑time plans and an ongoing planning program with account aggregation and client portal access. For investment management, the firm places client assets on a third‑party managed account platform and facilitates allocation to model portfolios and independent managers rather than directly managing individual client portfolios. The firm’s implementation approach centers on selecting and supervising third‑party managers on the Envestnet platform, conducting due diligence and annual reviews of managers and using Envestnet’s Fund Strategist and Unified Managed Account capabilities to build multi‑manager allocations. Clients receive regular reporting, quarterly commentary, and periodic review meetings, while the firm does not exercise day‑to‑day trading control over those third‑party money managers. Distinctive aspects include the firm’s primary role as a manager-selector and supervisor rather than as a direct portfolio manager for individuals, an arrangement that involves fee sharing with third‑party managers and platform billing through Envestnet. The firm also uses enterprise AI tools (e.g., Google Gemini, RingCentral, MyRepChat, and Redtail) to capture and summarize client interactions for recordkeeping, and its principal maintains a separate licensed insurance practice and a federal benefits training business, relationships the firm discloses and manages as potential conflicts.
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.
Name |
Location |
Years of experience |
|---|---|---|
Boise, ID
| 21
|
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