Integrated Partners Expands West Coast Footprint with Addition of RetirementDNA

Advisory team with over $1 billion in assets under management (AUM) enhances Integrated’s retirement planning services

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving over $20 billion in assets under advisement (AUA), today announced San Diego-headquartered RetirementDNA as the latest advisory team to join its network. This partnership marks a significant expansion of both firms' capabilities in retirement plan services and wealth management.

RetirementDNA has established a strong reputation as a top-tier advisory delivering retirement and executive benefit plans, personalized worksite financial wellness counseling for employers and employees as well as private wealth management services. The team’s dedication to client-focused independence led them to partner with Integrated Partners in efforts to grow their presence in the private wealth space. Through a combination of California and Hawaii based advisors, the firm currently provides comprehensive advisory services to over 250 companies ranging from start-ups to publicly traded corporations.

“This partnership represents a natural evolution for both organizations,” said Robert Sandrew, chief growth officer at Integrated Partners. “With the combination of our wealth management infrastructure and RetirementDNA’s deep expertise in retirement plan services, we're creating a more robust platform to better serve clients nationwide, with a particular focus on the West Coast.”

Integrated strengthens RetirementDNA’s ability to serve C-suite executives and other discerning clients requiring institutional-grade advisory services, while allowing the team, led by managing partners Daniel Dubois and Shawna Christiansen, to be supported in the independence they value. The partnership will provide RetirementDNA advisors with access to comprehensive support solutions while creating new opportunities through Integrated Partners' highly regarded CPA alliance program.

Likewise, RetirementDNA will expand access to corporate-sponsored retirement plan services to better support Integrated-affiliated advisors. These advisors will now have the ability to offer clients a comprehensive suite of services that boasts recognition as a 'platinum' or 'premier-tier' offering among several of the industry's top 401(k) recordkeepers.

“We’re proud that so many of our retirement plan sponsor clients, their employees - including their C-suite executives, have come to know us as an unbiased resource to address a myriad of financial questions and objectives,” said Dubois. “Integrated Partners' resources and knowledge base perfectly complement our institutional retirement plan expertise, allowing us to better serve our clients' comprehensive financial needs.”

Advisory firms wishing to learn more about Integrated’s suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 216 advisors, 200+ CPAs and 116 regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor.

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