Integrative Financial Strategies

Overview

Integrative Financial Strategies is an independent, sole‑proprietor RIA that serves individual and family clients while also offering portfolio management for small businesses and institutions. The firm combines traditional advisory services — fee‑based percentage of AUM — with commission business, and maintains brokerage activities in both real estate and insurance. It is not positioned as a capital allocator or as an active ESG investor, and it does not report multi‑state adviser status. The business model blends financial planning with discretionary portfolio management and transactional work tied to its real estate and insurance brokerage lines. Ownership is individual, which suggests a compact firm structure and a hands‑on advisor relationship model rather than a multi‑partner RIA platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices