Integral Financial Solutions (IFS) is an independent advisory firm that provides financial planning and investment management services to individuals and small institutions.

We build individualized, comprehensive, durable relationships with our clients by first determining their goals, then helping them to achieve those goals in a disciplined manner, taking into account realistic risk and return assumptions.

We work with each client to determine the best way to serve them, whether it be a retirement plan projection or ongoing comprehensive financial planning.

As “fee-only” advisers, we are held to a fiduciary standard. We provide impartial advice by recommending what is best for the client, rather than that which earns us a commission.
We charge by the hour, by the project, or as a percentage of assets under management.

Our professionals are well credentialed, have extensive industry experience, and share a passion to provide excellent service.

Read Our Latest Newsletter:
Market Summary and Outlook, First Quarter 2013

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Definition of INTEGRAL:
1. Essential or necessary for completeness; constituent: the root is an integral part of a tree.
2. Possessing everything essential; entire.