Integrated Financial Partners Welcomes Vantedge, Gottlieb Wealth Management, InvestEd Consulting and Financial Strategies Group
The four newest advisory teams hail from California, South Carolina and Kentucky, respectively. New offices will maintain independent branding, aiming for robust growth in 2019.
BOSTON, Feb. 7, 2019 /PRNewswire-PRWeb/ -- Integrated Financial Partners, a national financial planning and registered investment advisory firm, welcomes Brad Tedrick, Jeremy Gottlieb, Saleah Hewitt, Brian Dawahare and Jay Dortch to a rapidly expanding group of independent advisors nationwide. The advisors selected Integrated as their home of choice for a variety of reasons including comprehensive entrepreneurial support, a commitment to true independence and access to client-centric growth mechanisms designed to take their businesses to the next level.
The newest members of the Integrated family are part of a wave of twelve recent advisor additions to the firm, nine of which came from the IBD channel, two from the fee-only RIA community and one from the wirehouse realm. Integrated's platform welcomes advisors from every corner of the financial advisory industry, in line with the firm's belief in advisors, and that one's preferred model should not be pre-judged but rather, understood in the context of the advisor's (and their clients') unique needs.
"A transition to a new support system for any advisor and their clients is a massive decision," said Jeremy Gottlieb, MBA, RFC®, president and CEO at Gottlieb Wealth Management. "But it is one made easier when you discover a partner dedicated to a) empowering you to run a truly independent business and b) offer access better growth catalysts than you can find anywhere else. There is no question I made the right move."
"I run a bi-coastal business, and am at a crucial tipping-point in the trajectory of my firm," said Saleah Hewitt, managing director at InvestEd Consulting. "Integrated Financial Partners has the infrastructure and depth of experience to support advisors like me – 100% dedicated to adding firm value for my clients while adhering to my entrepreneurial vision."
Jay Dortch, AIF® CBEC® LUTCF®, managing partner at FSG adds: "We partnered with Integrated to add depth, additional resources and innovative programs so that we can help our clients navigate the challenges we all face at some point in our financial lives. Integrated has a team of seasoned professionals on staff that are there to help us and our clients."
"I have a rapidly growing business that requires a fully-engaged partner in growth," said Brad Tedrick, CFA®, CFP®, president of Vantedge. "And we have a young, high energy team that has no intention of slowing down – we need a team behind us that can not only keep up, but can add value in terms of our strategic and tactical needs along the way. I think we've found that team."
The firm has plans for continued national expansion in 2019 and beyond. In addition to strong concentrations of advisors in the northeast and southwest, the firm is looking for advisors across the US.
Robert Sandrew, senior vice president and head of recruiting continues: "Our latest group of advisors is the physical embodiment of our message to the industry – which is that we're the best choice for those that want to grow their way, choosing the path that best suits their business, their clients and their lifestyle."
Integrated Financial Partners is on pace to surpass 2018 advisor and asset growth, by mid-2019 if not before.
Paul Saganey, founder and president, concludes: "At the end of the day, we all want the same thing, for ourselves, and our clients – happy, healthy, financially secure lives. Life is too short to spend worrying about one's path forward. We empower advisors to choose their own path, and then offer the support they need to see their vision realized."
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.
SOURCE Integrated Financial Partners
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