Integrated Partners Welcomes RetirementDNA for Strategic Growth

Integrated Partners Expands Its Service Network

Integrated Partners, a national financial planning and registered investment advisory firm overseeing assets worth over $20 billion, recently announced a significant growth move by welcoming RetirementDNA into its network. This strategic partnership is poised to enhance both firms' capabilities, focusing on retirement planning services and comprehensive wealth management solutions.

RetirementDNA's Strong Industry Reputation

RetirementDNA is known for its excellence in delivering retirement and executive benefit plans, along with tailored financial wellness counseling. They offer valuable services not just to employers, but also to their employees. Their expertise in private wealth management has made them a trusted ally for many, and their branch is made up of seasoned advisors from California and Hawaii. These advisors serve a diverse clientele, which includes over 250 companies ranging from startups to large publicly traded firms.

Benefits of the New Partnership

The partnership with Integrated Partners signifies a vital evolution for both organizations, as noted by Robert Sandrew, the chief growth officer at Integrated. He expressed excitement about blending their wealth management capabilities with RetirementDNA's specialized knowledge in retirement plan services. Together, they aim to develop a more robust platform catering to their clients' needs across the nation, with an enhanced focus on the West Coast.

Empowering C-suite Clients

This new collaboration not only strengthens RetirementDNA's position to serve C-suite executives and high-net-worth clients, but it also provides their advisory team with the independence and resources they value. The managing partners, Daniel Dubois and Shawna Christiansen, will be supported through Integrated Partners, gaining access to comprehensive support solutions that promote professional growth.

Comprehensive Retirement Services

With this partnership, advisors affiliated with Integrated will now have greater access to corporate-sponsored retirement plans. This expansion enables them to provide a comprehensive suite of services that is recognized as a premier-tier offering among several top 401(k) record-keepers in the industry.

Commitment to Client Needs

“We’re honored to be known by our retirement plan sponsors and their employees—especially by C-suite executives—as a trustworthy resource for various financial questions,” remarked Daniel Dubois. He noted that the resources and knowledge provided by Integrated Partners align perfectly with their expertise in institutional retirement plans, enabling them to deliver even more tailored services to their clients’ complex financial needs.

Exploring Integrated Partners' Offerings

Advisory firms intrigued by Integrated’s robust back-office support and organic growth solutions are encouraged to explore their offerings through their official channels. Integrated Partners has established a reputation for empowering financial advisors, helping them achieve their entrepreneurial visions since 1996.

About Integrated Partners

Integrated Partners has been committed to supporting financial advisors since its inception. With over 216 advisors, 200+ CPAs, and a vast network of regional offices nationwide, they have cultivated a strong foundation built on empowerment, integrity, and trust. Integrated Partners focuses on providing customizable business environments, including advanced planning, marketing, public relations, and succession planning.

Our Philosophy

Integrated believes in the transformational power of financial advisors to positively impact lives. Their commitment is to prove this belief through dedicated support and resources for advisors, fostering an environment where they can thrive.

Frequently Asked Questions

What is the recent partnership about?

Integrated Partners has partnered with RetirementDNA to enhance retirement and wealth management services across the nation.

How will this partnership benefit clients?

This collaboration combines Integrated’s wealth management infrastructure with RetirementDNA's expertise, aiming to provide better services and comprehensive support solutions.

What services does RetirementDNA offer?

RetirementDNA specializes in retirement and executive benefit plans, personalized financial wellness counseling, and private wealth management.

Who are the key figures involved in this partnership?

Robert Sandrew, the chief growth officer of Integrated, along with managing partners Daniel Dubois and Shawna Christiansen from RetirementDNA, will lead this joint effort.

How long has Integrated Partners been operating?

Integrated Partners has been in business since 1996, dedicated to helping financial advisors realize their visions.

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