A Clear Path to the Future is Paved with Confidence

Your Financial Well-being is Our Top Priority.

Integrated Financial Solutions is an independent wealth management firm focused on your financial well-being. Our mission is to provide experienced guidance and exceptional personalized service so you can gain confidence in your financial future.

By getting to know you, we can construct a strategy that aligns your personal needs to your financial goals. Not only will you gain confidence in your financial future, but a lasting relationship with a firm that puts your needs first.

Ask us how
Specializing in Education

Specializing in Education

While we are proud to deliver integrated wealth management solutions to individuals and families from various backgrounds and industries - helping those in the education sector is our speciality.

Retiring from a career in education is complicated and requires expertise from an established financial advisor. We work with public school employees every day and have a firm grasp on the nuances this group faces as they plan for retirement. Rather than navigate it alone, allow our team to help you understand your choices so you can make great decisions with confidence.

Learn more
Service That Stands Out

Service That Stands Out

The world is full of wealth management firms. At Integrated Financial Solutions, our goal is to partner with individuals seeking a financial future filled with confidence - and provide renowned service and guidance that exceeds expectations.

From the day we opened our doors, IFS has stood out from other firms by delivering consistent, time-tested, and independent wealth management solutions. How can we help you pursue your dream retirement and live the life you deserve? Click or call to learn more.


Learn more

Who We Are

Our team of passionate, independent advisors are committed to your financial goals.

Learn more

What We Do

From portfolio management to retirement and estate planning - we offer integrated strategies aimed at your goals.

Learn more

Why We Do It

Our history as a firm spans over 20 years and is the foundation of everything we do.

Learn more
<p>9 Facts About Social Security</p>

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More
<p>What Is My Current Net Worth?</p>

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn More
<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More

Schedule an Appointment

Thank you!
Oops!

Contact Us

We’d love to hear from you!