A complete list of active advisors currently associated with Integrated Financial Solutions, Inc.

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

Integrated Financial Solutions serves individuals (both high‑net‑worth and non‑HNW), business entities, trusts, estates, pension and profit‑sharing plans, and charitable organizations, providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm implements client portfolios through its Vision2020 Wealth Management Platform and custodial and execution arrangements with Pershing. The firm constructs individualized portfolios using a formal risk‑tolerance questionnaire and portfolio‑optimization tools, combining both fundamental and technical analysis and generally recommending diversified long‑term holdings while permitting short‑term trades, short sales, and margin when suitable. Accounts are monitored continuously under discretionary authority, with periodic rebalancing and regular reporting to clients. Integrated Financial Solutions is notable for managing over $300 million of assets with a single‑advisor practice serving more than 200 client accounts—an unusually high AUM and client load per advisor for a firm of this size. Advisory representatives are also registered with a broker‑dealer and licensed as insurance agents, and the firm discloses and manages the resulting conflicts of interest (including supervisory trade reviews and client disclosure); the principal also maintains an ownership interest in a third‑party retirement plan administrator.

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