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Integrated Financial Strategies, Inc.

Our mission

to provide intelligent and practical financial strategies for our valued clients.

Integrated Financial Strategies Inc. (IFS)

About us

Integrated Financial Strategies Inc. (IFS) is a boutique financial services firm providing financial planning and investment advisory services.*

We are truly a client-centric firm and are passionate about doing things the right way. It is the essence of who we are and the reason we have chosen to conduct business as we do.

Our Services

Our financial professionals have the skillset and willingness to take a truly broad based and coordinated approach to helping clients manage their financial affairs.

Our Philosophy

 As a firm, we are client centric and passionate about doing things the right way.

Our Value

To measure the value of a financial advisor, one must begin with an understanding of the investor returns of the average investor (the “do-it-yourselfer”).

Our Philosophy

We believe in building long-term relationships that are based on trust, integrity, objectivity, and independence.”

Get In Touch

1 Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004-1735
+1 610 660 4123

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*Equitable Advisors and its financial professionals do not provide tax or legal advise or services.