Office address: 200 Fifth Avenue, Suite 4010, Waltham, MA 02451
Website: integrated-partners.com
Year established: 1996
Company type: financial services
Employees: 470+
Expertise: financial planning, wealth management, investment management, CPA advisory partnerships, tax planning, business succession planning, insurance solutions, retirement planning, family office services, business owner exit strategy
Parent company: N/A
Key people: Paul Saganey (CEO), Andree Mohr (president), Stephen Kolano (CIO), Kristi Carlson (CFO), Rob Sandrew (chief growth officer), Homer Smith (executive director), Ann Swartz (chief compliance officer)
Financing status: privately held
Integrated Wealth Concepts, LLC (dba Integrated Partners) is a Waltham-based RIA and national financial planning firm. It has over 200 financial advisors and 70-plus offices across the US.
The firm is known for its CPA Alliance program, which pairs advisors with more than 250 CPA partners for tax-focused wealth management. It held $25 billion in advisory and brokerage assets as of December 31, 2025.
Paul Saganey founded the firm in 1996 as Integrated Financial Partners, or IFP. It started as a one-person operation affiliated with VeraVest, the broker-dealer arm of insurer Allmerica Financial. The original idea was to build a financial planning practice that paired advisors with CPA firms.
Allmerica shut down its brokerage business in 2003, and Saganey moved the firm and its 21 advisors to Lincoln Financial. The CPA referral model took off during the Lincoln years.
Integrated left Lincoln in 2016 and joined LPL Financial to gain more control over its RIA and fee structure. It brought about $4 billion in client assets and 135 advisors at the time.
The firm rebranded from Integrated Financial Partners to Integrated Partners in 2019. The change came after the acronym IFP caused repeated confusion with Independent Financial Partners, another LPL-affiliated OSJ.
Integrated Partners became the holding company, while the RIA entity kept the Integrated Financial Partners name underneath it.
The CPA Alliance program grew steadily and hit 250 CPA partner firms by late 2024. Integrated also launched Integrated Private Wealth, a division for high-net-worth business owners.
Integrated added more teams to its platform in 2025. The firm brought on Corey Wealth Partners, a Boston-based team with close to $370 million in client assets. Integrated also added Fair Street Advisors, a Guilford-based firm with over $233 million in AUM.
President Andree Mohr said the firm stays focused on attracting established, entrepreneurial teams. Mohr described each new addition as a long-term partnership rather than a short-term scale play. InvestmentNews also recognized the firm and its people with multiple awards in 2025:
Top Independent High-Net-Worth Advisors 2025 Hover or tap to see honouree
Best Wealth Managers & Advisors Under 40 | Rising Stars Hover or tap to see honouree
Top Wealth Professionals | Hot List Hover or tap to see honoureeThe firm builds its services around an open architecture platform that pairs financial advisors with CPA firms:
Integrated runs its platform through LPL Financial as an office of supervisory jurisdiction. The firm also gives advisors back-office support, compliance help, and marketing resources.
Integrated Partners describes its approach as "Navigating Independence", a philosophy the firm says focuses on giving advisors resources while letting them keep control of their own practices.
Per its Form ADV, advisors on the platform maintain their own legal business entities and dba names, which supports that framing. President Andree Mohr has also called the culture "both rare and intentional."
The firm runs a podcast called Perfectly Integrated, which covers company culture and practice management topics like CPA-advisor partnerships. Integrated also provides its advisors with back-office support, compliance oversight, marketing resources, and advanced planning through its home office in Waltham.
Paul Saganey, CFP founded Integrated Partners in 1996 and leads the firm as CEO, where he coaches advisors and oversees CPA partnerships across 250-plus accounting firms. He previously worked as a top manager and producer with Cigna Financial Advisors and Allmerica Financial.
Saganey leads the firm alongside a team of senior leaders and professionals:
Each leader oversees a specific area of the firm's operations, from investment strategy and compliance to advisor growth and high-net-worth planning. This setup lets the firm run its CPA-advisor model, back-office support, and private wealth division under separate but connected teams.
Mohr joined GoRIA host Chuck Failla for a live interview at FutureProof 2025, a wealth festival in Huntington Beach, CA. She talked about how the firm leads with planning over returns and keeps building around advisor independence:
That planning-first approach is already driving new growth in 2026. Integrated Partners added Pisces Wealth, a $300 million Kansas-based planning firm, to its platform early in the year. Integrated gives Pisces' founders access to the CPA Alliance and planning tools while they keep their own brand and client relationships intact.
EP Wealth also expanded in Phoenix with a father-and-son led planning firm, while Integrated Partners extended its reach in Michigan.
With 2024 fraud losses topping $29 billion among older adults, the partnership reflects growing urgency to detect AI fraud and elder financial exploitation.
Protecting against the near-certainty of deteriorating health, along with risks of family infighting and portfolio drawdowns, can help advisors create more resilient plans.
With fewer CPAs entering the field and client expectations on the rise, advisors are turning to technology and strategic alliances to deliver comprehensive tax and financial solutions.
Celebrating the top US financial professionals at the industry's leading edge and recognizing the impact of their leadership.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
With platform technology and investment options multiplying, Andree Mohr argues a streamlined "right thing for the right people" approach is the way forward.
America's best wealth managers and advisors under 40 underline how connecting with and understanding clients is the true difference maker
New recruits join from JPMorgan, Commonwealth, Edelman
Wealth managers are wrapping up their summer and getting ready for the historically choppy trading season that starts in September.
Robinhood’s stock has skyrocketed 440% over the past year ahead of the company's upcoming referral program launch with RIA custodian TradePMR.
Bringing experience from Integrated Partners, LPL, and Edelman Financial Engines, the mega-RIA's newest leaders are set to build on the growth story playing out in its 1099 channel.
A Moody's report on the growth of private credit funds has wealth managers taking sides on the asset class.
Breaking away from First Citizens Bank, the latest team to join Ashton Thomas in San Francisco bring nearly a billion dollars in assets.
Wealth managers look ahead to a relaxing long weekend after being put to the test so far in 2025.
