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

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

Integrated Financial Solutions, PLLC provides fee-only financial planning and both discretionary and non-discretionary portfolio management to individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities. The firm also offers retirement-plan services, acting as either a 3(21) advisor or a 3(38) investment manager, and may recommend third‑party managers for portions of client portfolios. Investment decisions are driven by each client’s goals, time horizon and risk tolerance and may use fundamental, technical and cyclical analysis; client objectives are documented in an investment policy statement and accounts are reviewed at least quarterly. IFS can serve as a liaison to third‑party managers, monitors TPM performance, and executes client trading through custodial relationships, including participation in the Charles Schwab Institutional program. Noteworthy disclosures in the brochure include the managing member’s separate insurance‑agent activity (approximately 10% of his time) and the firm’s participation in Schwab’s institutional program and related receipt of economic benefits/soft‑dollar arrangements, conflicts the firm says it mitigates through disclosure and its Code of Ethics. The firm also notes that it does not vote client proxies (clients receive proxy materials directly) and highlights its ability to provide both non‑discretionary ERISA advice and discretionary 3(38) plan management, features that may distinguish it from many peers.

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

You can also browse Integrated Financial Solutions, PLLC's office locations.

Name	Location	Years of experience
Roric Griffith	Wauwatosa, WI	28
Robert Smith	Mesa, AZ	22
Joseph Weber	Mesa, AZ	22

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support