Integrated Financial

Over the last three decades, successful individuals, entrepreneurs, privately owned companies, foundations, and Fortune 1,000 corporations have provided Integrated Financial with daily opportunities to address diverse estate, financial and business planning challenges.

Integrated Financial is the creator of The Integrated Planning Process™, a strategic approach to addressing the key financial concerns our clients encounter in the areas of legacy planning, wealth management, and executive benefits. It is a personal, values-driven process that assists our private clients in developing a wealth management strategy consistent with their mission, vision, values, and goals. The ultimate objective is to optimize the use and deployment of financial, human and intellectual capital consistent with each client’s core values.

When the initial planning cycle is complete, our clients have the choice of extending the private client relationship through ongoing results management services that could include family office advisory services.

We believe that success breeds success. While we acknowledge there are many qualified advisors to choose from, very few can match our combination of experience, resources, perspective and success. Please visit our website at NolandCompanies.com to learn more about what we do and how we may be of service to you, your family, and your business.