8850 Columbia 100 Parkway
As independent advisors, we take time to get to know our clients. We believe that planning for retirement is about more than numbers on a spreadsheet - it’s about you. And just as your story is important to who you are, our story as a firm is the very foundation on which we stand.
Back in 1998, financial advisors Thomas Henry and Richard Davies were nothing more than long-time friends and industry colleagues - until their personal and professional lives collided.
Thomas and Richard collaborated on a project with a Tax-Sheltered Annuity (TSA) provider for educators in Maryland. Their time working with Copeland opened their eyes to the distinct financial planning needs of this group, and how specialized comprehensive services were necessary to help these educators retire successfully. After many late-night conversations and research, this dynamic duo established Integrated Financial Solutions.
From its inception, the firm has been independent and on a mission to provide objective, comprehensive and client-centered planning solutions to educators throughout the Baltimore and Washington, D.C. areas. Over the years, this focus has expanded to include an array of industries and locations - but our commitment to put the client’s needs first has not wavered.
Today, Integrated Financial Solutions is still led by Tom and Rich, but has broadened to include several financial planners dedicated to their founding purpose. Our affiliation with the nation’s largest independent broker/dealer, LPL Financial*, enables us to provide our clients with an impressive variety of investment products to address their changing needs. Utilizing this team approach, the firm has organically grown and continues to grow with over $725 million in brokerage and advisory client assets through LPL Financial as of November 30, 2020.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.