OUR PRIORITY IS YOU
OUR PRIORITY IS YOU
Our Culture
It’s all about the client
Our clients are the motivation behind everything that we do. We listen, go above and beyond, and just like the old saying, treat people the way we’d like to be treated. We are problem solvers and do what we think is right by our clients, always. While we know that we can’t control every outcome, we have a rigorous and thorough process that we utilize in all that we do. Our method is marked by efficiency, adaptability, and thoroughness.
We celebrate each other
As a group, we sincerely enjoy each other’s company, are interested in each other’s lives, and challenge one another every day. We know that our team is our most valuable resource and like to celebrate wins both large and small (sometimes with cake). We are energetic, passionate about our work, and truly thrive in the collaborative environment that we’re lucky to have. We are young and casual in our approach and while we take what we do very seriously, we don’t take ourselves too seriously.
We celebrate our clients
Whether it’s a new grandbaby, a new home, a milestone birthday, or a retirement, we love celebrating our clients. And since a satisfied client is our ultimate goal, nothing makes us happier than seeing them realize their dreams. When it comes to giving gifts for special occasions, we try to take a personalized approach whenever possible, aiming to make our clients feel appreciated and heard.
Do the right thing
Our communication with clients and each other is always marked by honesty. We do what’s best for the client, not what is easiest for ourselves. When we don’t have the answer to a question, we commit to finding one. If a mistake is made, we take ownership of it. Just as C.S. Lewis said, “Integrity is doing the right thing, even when no one is watching.” We believe that and always try to live up to those words.
Support our community
This community contains our clients, our families, and our friends. We believe in being a company that is community-driven and gives back whenever possible, whether that’s through donation drives, planting trees around our office, allowing our employees to volunteer during work time, or sponsorships.
Never stop learning
We believe that competence and expertise are a lifelong journey, not a destination. Our desire to add value for clients motivates us to stay current on our knowledge and to always be looking for ways to improve every aspect of the client experience.
WE WORK COLLABORATIVELY FROM COORDINATING AND CONSULTING TO THE DELIVERY AND IMPLEMENTATION OF YOUR FINANCIAL PLANS.
we work collaboratively from coordinating and consulting to the delivery and implementation of your financial plans.
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Website Imagery by Black Walnut Photography