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

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

Integrated Planning Strategies, LLC is a fee‑only registered investment adviser that provides personalized portfolio management to individual investors and advisory services to retirement plans. The firm manages both discretionary and nondiscretionary accounts and conducts ongoing monitoring with at least quarterly reviews. IPS emphasizes individualized planning rather than preset allocation models, documenting each client’s objectives in a written Investment Policy Statement and using fundamental, technical, and cyclical analysis to select stocks, bonds, ETFs, and mutual funds. The firm may employ long‑ and short‑term purchases and tactical techniques such as covered‑call option strategies while keeping clients involved in portfolio decisions. A distinguishing feature is that the firm’s principal is a licensed life and health insurance agent who brokers term life and senior health policies through an unaffiliated broker, Tabor Brokerage, with insurance activity handled outside the advisory firm. The brochure also highlights use of somewhat more complex instruments and considerations — including funds that may employ leverage and option strategies — and the firm intentionally maintains a small, closely served client base rather than a large roster.

To learn more about the advisors currently working at Integrated Planning 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.