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

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

Integrated Financial Strategies provides discretionary and non‑discretionary portfolio management, retirement income planning, and web‑based financial consulting to individuals (including high‑net‑worth clients), as well as corporations and other business entities. The firm also sponsors a wrap‑fee program and offers membership‑style online planning and consulting packages designed to serve clients with limited or no investable assets. The firm’s investment approach emphasizes fundamental valuation and long‑term holdings combined with diversification across asset classes and sectors, while also using technical/charting analysis and occasional tactical strategies such as short‑term trading, options, and short sales when appropriate for a client’s objectives and risk tolerance. Integrated Financial Strategies constructs individualized portfolios, conducts ongoing monitoring and rebalancing, and — for certain qualified clients — accepts performance‑based fee arrangements in addition to standard asset‑based fees. Distinctive features compared with peers include its role as a wrap‑fee program sponsor, its affiliation with another registered investment adviser for discretionary management services, and the use of performance‑based fee structures for eligible accounts. The firm also operates from multiple offices and discloses that advisory personnel hold broker‑dealer and insurance licenses, creating additional implementation channels and associated conflicts that are addressed in the brochure.

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