Financial Results
US Wealth Management Group Says Logs Steady Advisor Growth In 2014

Integrated Financial Partners®, the US firm headquartered in the northeast, has hired seven new financial advisors so far this year, a rise of 7.2 per cent this year and retaining 98 per cent of advisors.
Integrated Financial Partners®, which is headquartered in Massachusetts, has hired seven new financial advisors so far this year, a rise of 7.2 per cent this year and retaining 98 per cent of advisors.
The firm has over 200 registered representatives total; the firm claims that its headcount growth stands out when, as according to a recent report by Cerulli Associates, industry figures show an annual decline of 1.4 per cent per year.
The main driver of staff growth is the IFP CPA Professional Partners Program, which allows CPAs and accountants to team up with IFP advisors to generate qualified business opportunities and enhanced client service offerings, the firm said.
“As an advisor myself, I have experienced first-hand the trials and tribulations of building a practice without resources. We at IFP have adapted our business model to provide the most appropriate resources for advisors that want to be allowed the freedom to think outside the box and revel in the knowledge that they can control their own destiny,” Paul Saganey, founder and president of the company said.
IFP provides advisors with marketing, training, planning, case design and compliance support, as well as its CPA Professional Partners Program.
New 2014 Financial Advisors include: Andrew Ross – Waltham, Massachusetts; Bill Hackler – Leominster, Massachusetts; David Kline – Waltham, Massachusetts; Mary Askland – Palm Beach, Florida; Seth Rivers – Danbury, Connecticut; Will Hackler – Leominster, Massachusetts and Katherine Mackey – Fairfax, Virginia.
Integrated Financial Partners is not an affiliate of Lincoln Financial Advisors Corp.