Integrated Partners

Integrated Partners is a national financial planning and registered investment advisory (RIA) firm dedicated to empowering independent financial advisors and serving high-net-worth individuals, families, and business owners. The firm offers a comprehensive suite of business-building services for advisors, including technology, investment management, advanced planning, marketing, public relations, and M&A support. For clients, Integrated Partners provides holistic financial planning, wealth management, retirement planning, estate planning, and specialized services for business owners navigating liquidity events and succession planning.

Founded in 1996 by Paul Saganey, Integrated Partners initially began as Integrated Financial Partners with the vision of building a financial planning practice that strategically paired advisors with CPA firms. This innovative CPA Alliance program has been a cornerstone of the firm's growth, expanding significantly over the years. After affiliations with VeraVest and Lincoln Financial, the firm transitioned to LPL Financial in 2016 to gain greater control over its RIA and fee structure. The firm rebranded to Integrated Partners in 2019 to avoid confusion with other entities.

Integrated Partners has demonstrated consistent growth through the recruitment and integration of numerous advisory teams. Notable additions include Pisces Wealth, RetirementDNA, Prout Financial Design, Corey Wealth Partners, Albritton Financial Services, PRISM Financial Strategies, Fair Street Advisors, and Brick by Brick Wealth Advisors. These strategic affiliations have expanded the firm's national footprint and enhanced its capabilities across various client segments. The firm also recently launched its Integrated Private Wealth division, specifically tailored to guide business owners through complex exit strategies and post-liquidity life planning.

The leadership team at Integrated Partners includes Paul Saganey as Founder & CEO, Andree Mohr as President, Stephen Kolano as CIO, Kristi Carlson as CFO, Rob Sandrew as Chief Growth Officer, Homer Smith as Executive Director, and Ann Swartz as Chief Compliance Officer. The firm's expertise spans a wide range of financial services, with a strong emphasis on collaborative planning and providing independent advisors with the resources needed to thrive and make a positive impact on their clients' financial well-being.