Enterprise League logo
Integrated Financial Partners Logo

Integrated Financial Partners

Waltham, United States (US) · Finance and Banking

Do your work at Integrated Financial Partners?

Claim this profile to manage your company.

Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

Integrated Financial Partners is a Finance and Banking company based in Waltham, United States (US), founded in 1996, with 200-500 employees. Integrated Financial Partners's profile is verified on Enterprise League.

Overview

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.

Most teams do this before shortlisting


Contact Details

info@IFPadvisor.com

Waltham, United States (US), 300 Fifth Avenue, 3rd Floor

+21

Founded

1996

Employees

200-500

Keywords

#fee-based financial planning

#retirement planning

#business succession planning

#lifetime income model™

#financial second opinion™

#business owner model™

#plan for financial comfort™

#integrated 401(k)™

#legacy discussion™

Companies teams usually look at after Integrated Financial Partners

Comparing a few options usually leads to better decisions






  • Save companies to compare later. Useful when sharing options with your team

This is how your company profile looks to others.