A complete list of active advisors currently associated with Integrative Financial Strategies

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

Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning primarily for individual investors, as well as trusts, estates and sponsors of employer retirement plans. The firm offers ongoing investment supervisory services, plan design and participant education for retirement plans, and may engage third‑party managers on a selective basis. The firm follows a Structured Asset Class Investing framework that emphasizes diversified asset allocation, market efficiency, and a long‑term, buy‑and‑hold orientation, using mutual funds, equities, bonds, ETFs, REITs, private placements and insurance products (including annuities) where appropriate. Portfolios are managed on a discretionary basis with regular monitoring, periodic rebalancing, and reviews triggered by market events or client changes. What is distinctive is that the principal holds state licenses to sell life and health insurance and is also a licensed real estate broker and an Accredited Investment Fiduciary Analyst, so the firm supplements advisory work by assisting clients with insurance and real‑estate needs and discloses any related compensation. The combination of insurance and real‑estate activity together with serving employer retirement and other institutional clients is uncommon for a one‑advisor independent firm managing roughly $20 million for a small client base.

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