We are proud of the unique history of integrated Financial Solutions (IFS). It is one that starts in 1998 with two Financial Advisors, Thomas Henry, and long-time friend, Richard Davies. After working with Copeland, a Tax Sheltered Annuity (TSA) provider for educators in Maryland, they realized there was a distinct need to offer this group comprehensive financial planning services. Together, they started an independent firm to deliver these services. Their approach to financial planning offered them the success on which they built Integrated Financial Solutions and its mission to provide unbiased, comprehensive financial planning services that best meet the clients’ needs.Initially, the firm’s focus was on educators throughout the Baltimore and Washington, D.C. areas, but has expanded to include service to clients from a wide array of industries and locations. Due to record growth Tom and Rich have expanded the firm to include several additional financial planners, all of which are dedicated to the firm’s mission. The Advisors affiliation with LPL Financial – the largest independent broker/dealer* in the United States, provides access to market intelligence and allows the Integrated Financial Solutions team to utilize an impressive variety of investment products to address the client’s needs. The future is bright for Integrated Financial Solutions as the firm expects continued growth on the over $400 million in brokerage and advisory client assets under advisement through LPL Financial as of November 30, 2014.
*As reported by, Financial Planning Magazine, June 1996-2014, based on total revenue.