Independent Advisor, Objective Advice

Integrated Financial Management is an independent financial advisor firm dedicated to providing you with comprehensive financial planning and wealth management services.

If your goals include:
... you need an objective partner who earns your trust by placing your best interests first always.

That’s where we come in. At Integrated Financial Management, we combine the following credentials to offer you the highest levels of professional and personalized financial advice: Personal Financial Specialist (PFS); Certified Financial PlannerTM (CFP®); Retirement Income Certified Professional® (RICP®); and Certified Public Accountant, CPA.

We advise middle-income and affluent individuals and families seeking prudent financial and wealth management planning, we assist affluent individuals with wealth transfer techniques, and we help businesses with retirement planning issues. As independent advisors we are not limited to products and services offered by any one company, and commissions and sales quotas do not influence our advice.

If you’re ready for a financial partner who offers thorough, diligent, and objective advice based on your individual needs and goals, contact us today at (337) 312-0920 or

Check the background of this firm and investment professional on FINRA's BrokerCheck