Integrated Financial Partners

Financial ServicesMassachusetts, United States51-200 Employees

Integrated Financial Partners supports independent financial advisors by offering a customizable platform built on open-architecture principles. The firm provides a broad range of resources, including technology, investment management, advanced planning, a CPA partner program, family office capabilities, custody, marketing, public relations, M&A support, succession planning, and comprehensive business counsel. Securities are offered through LPL Financial, with Integrated Partners and Integrated Financial Partners operating as separate entities from LPL.
Based in Waltham, Massachusetts, the company was founded in 1996 and maintains a nationwide network of regional offices serving financial advisors. In 2024, it announced a partnership with Wright Ford Young & Co. to launch WFY Wealth Management.

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