Integrated | Fiduciary Advisory Services Email Format

Investment ManagementMichigan, United States11-50 Employees

Integrated Fiduciary Advisory Services operates in the investment management sector, offering fiduciary guidance and advisory services aimed at helping institutions, entrepreneurs, family offices, and families create and preserve wealth. The firm emphasizes a combination of institutional experience and entrepreneurial execution to address complex wealth planning and fiduciary needs for its clients. Based in Bloomfield Hills, Michigan, the company positions itself as serving a diverse client base with a focus on risk management, governance, and strategic wealth stewardship.

With a footprint of professional services that span private, non-profit, and institutional clients, the firm supports retirement plan fiduciary consulting and related advisory functions. The organization notes its blend of financial protection and practical, hands-on advisory capabilities, aligning with a market that requires sophisticated fiduciary oversight and tailored wealth management solutions.

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