SERVICES

Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we bring structure and effectively serve the needs of our most complex clients.

Click below to learn more about the services we offer.

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As your fiduciary, we have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

LPL Financial and Integrated Financial Partners do not provide tax services.

For more information visit www.FINRA.org or www.SIPC.org.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, CA, KY, ME, MD, MA, NH, NY, NC, OH, RI, TX, VT

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Contact

Integrated Financial Partners

300 Fifth Avenue, 
Third Floor 
Waltham, MA 02451

Ronald.Smith@IFPadvisor.com

781-373-4453 

Susan.Ahern-Wiercinski@IFPadvisor.com

781-373-4464 

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