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Integrated Financial Partners Establishes Strong Southwestern US Presence; Adds Twelve Advisors, Six Regional Offices Nationally in 2018

2018 asset growth surpasses $900 million by year end. The firm will substantially expand ranks of advisors and regional offices in 2019.


News provided by

Integrated Financial Partners

Jan 16, 2019, 13:15 ET

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BOSTON, Jan. 16, 2019 /PRNewswire-PRWeb/ -- Integrated Financial Partners, (IFP), a national financial planning and registered investment advisory firm, announced strong growth in 2018, having added twelve advisors, six new regional offices and over $900 million in assets under advisory for the year. The new additions bring the total number of financial advisors at the firm to one hundred and twenty-seven (127) and the number of regional offices nationwide to thirty-six (36).    

In business since 1996, and at a size of $5.6 billion in brokerage and advisory assets, IFP thinks it has among the strongest business models in the independent financial advisory community, as measured in part by extremely high advisor and team retention. The firm's message to advisors – whether RIAs, IBD advisors or wirehouse advisors – is that rather than seek conformity from others, IFP understands that all advisors are unique and that each has his or her own path towards a common end: our clients' well-being. Therefore, the firm believes its core purpose is to empower advisors to build the businesses they've always envisioned.

Fierce independence is embedded in our advisors’ DNA. Every advisor that joined us in 2018 embodies this and it is an honor to welcome them to the family. - Paul Saganey

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"We're the right firm for an advisor who simply wants to grow a successful business, their way, but with the benefit of an on-call support system and partner who has walked in their shoes," said Paul Saganey, founder and president, Integrated Financial Partners. "Fierce independence is embedded in our advisors' DNA. Every advisor that joined us in 2018 embodies this and it is an honor to welcome them to the family."

IFP has plans for continued national expansion in 2019 and beyond. In addition to adding to strong concentrations of advisors in the northeast and southwest, the firm is looking for advisors across the US who are themselves looking for a firm that not only understands them but believes in them.

Robert Sandrew, senior vice president and head of recruiting concludes: "From the moment I joined this group, opened our San Diego offices, and met our advisors nationwide, it was apparent that Paul and the IFP leadership team had built something truly unique. I look forward to the coming conversations with advisors interested in learning more about why that is."

For more information, please visit http://www.ifpadvisor.com

About Integrated Financial Partners

Since 1996, Integrated Financial 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 over one hundred advisors and thirty-six regional offices across the United States, Integrated Financial Partners 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 Financial Partners 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.

We believe in advisors. Let us prove it to you.

The financial consultants of Integrated Financial Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial.

MEDIA CONTACT:
Jason Lahita
Chief Communications Officer
[email protected]
973-460-7837

SOURCE Integrated Financial Partners

Related Links

http://www.ifpadvisor.com

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