Why choose Integrated Financial Architects?

Our business model is distinct in three ways. First, we offer depth of expertise in a breadth of areas so that a family can evaluate all their needs during the strategic planning phase.

Secondly, we have chosen a fiduciary, manufacturer-neutral business model. This means that we have no financial incentives to steer you toward the products or solutions of a particular institution.

Lastly, we believe that our firms'​ boutique size offers tremendous quality control.  All across the country, small private financial services firms have become the fabric of support for established families. Due to the firms'​ smaller size and the close-knit nature of the communities they serve, they are under the microscope to prove their talent, integrity and expertise in every action and each recommendation. Our livelihood depends on doing the right thing every single time and we like it that way.

Many of the major institutions have built their business models around investment management.  A family may receive a cursory financial plan and then be ushered quickly into transferring assets. What if asset management wasn’t their primary need? If there’s a void in the service mix they’re receiving, who’s going to bring it to their attention? Large institutions can often execute in one arena, yet they don't necessarily have a process for helping a family identify their broader vision--the vision that should guide execution. Our “Mission” is just that! 




Integrated Financial Architects

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Integrated Financial Architects

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