About Us

Integrated Financial Strategies Inc. (IFS) is a boutique financial planning and investment advisory firm made up of six partners and eight staff members including a CPA and tax attorney.

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. It is the essence of who we are and the reason we have chosen to conduct business as we do.

The financial consultants of Integrated Financial Strategies, Inc. provide broad-based financial planning and investment advisory (wealth management) services to corporate executives, high net worth individuals and families, and qualified plans and charitable foundations. As a firm, we are client centric and passionate about doing things the right way.

To enhance the lives of our clients by providing the highest quality financial planning and investment advisory services built on a foundation of wisdom and grounded in academic research.

We serve our clients with the highest standards of professional conduct and integrity
We strive to enhance client relationships whenever and however possible
We believe in the power of friendship and thoughtfulness
We believe in family values
We believe in the uniqueness of each of our client relationships
We practice continual commitment and concern for the well-being of our clients
We are dedicated to making a difference in the lives of those we serve

Our clients are primarily corporate executives, owners of small to medium-sized closely held businesses, high net worth families, and trustees of defined contribution plans and defined benefit pension plans. Over the years, individuals, families, trusts, business owners, qualified retirement plan sponsors, and pensions have come to trust and rely on our firm. We have long-lasting relationships with these clients based on our values and mission to do things the right way.

Pharmaceutical Executives

With knowledge and experience gained over the course of 25 years working with pharmaceutical executives, our expertise has had a vitally important impact on the lives of individuals we have the privilege to work with.   From inception, we have made it a priority to target issues that are important to you and we have intentionally built our organization to address these issues on your behalf.

We can assist you with making smart decisions regarding your corporate and executive benefit utilization while employed.

We provide a Baseline Analysis that forms the foundation of your planning. This analysis is vitally important in reviewing current and projected income and cash flow, retirement timing and viability, and the disposition of your capital base over the course of time.

We can assist you with formation of your investment strategy as you approach and eventually enter into retirement. In essence, we work with you to establish, implement, and monitor responsible investment policy that is suitable to you and your objectives.

With our in-house CPA, we can provide tax planning guidance associated with stock options, deferred compensation, restricted shares, pensions and supplemental pensions, and severance compensation – and we can assist you with making tax-efficient sequencing and distribution elections.

With our in-house estate planning attorney, we can review and provide guidance and assistance regarding your estate planning and objectives.

From inception of our organization, and throughout our evolution over many years, our principal focus has been you and what is most important to you.  Our objective is to assist you in making intelligent decisions that will lead to formation of viable financial and retirement plans, so that you will eventually be in a position to retire on your terms.

We can resource with multiple firms to provide services and access products for clients:

  • Karr Barth Associates, Inc. (KBA) – the six partners are financial professionals of KBA; KBA is a group of professionals registered with AXA Advisors, LLC.
  • AXA Advisors, LLC. – AXA Advisors, LLC is a member of the AXA Group, a global insurance and investment management firm. The AXA Group is one of the largest global financial services firms and is well-capitalized.  The IFS partners provide securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and offer advisory products through AXA Advisors, LLC, an investment advisor registered with the SEC.
  • LPL Financial (LPL) – AXA Advisors, LLC has an agreement with LPL Financial, an independent broker-dealer/registered investment advisor, to provide custody, clearing, and investment advisory account services for AXA Advisors representatives. IFS client investment assets are held primarily at LPL Financial.
  • Karr Barth Financial Planning, Inc. – Karr Barth Financial Planning, Inc. (KBFP) is a registered investment advisor affiliated with KBA. KBFP is not affiliated with AXA Advisors.  IFS partners provide financial planning services to our clients through KBFP.
  • Kistler Tiffany Benefits – Kistler Tiffany Benefits (KTB) is an employee benefits firm located in Berwyn PA. KTB provides insurance brokerage services for group health, dental, life, and disability income insurance for our business clients.

We are fortunate to have tremendous resources and depth of experience provided by multiple organizations:

  • Karr Barth Associates, Inc. (KBA) is a large regional office for financial professionals registered with AXA Advisors, LLC.
  • Karr Barth Administrators, Inc. - designs, funds, and administers Non-Qualified Deferred Compensation Plans for large public corporations across the United States.
  • Karr Barth Financial Planning, Inc. – is a registered investment advisor affiliated with KBA. We provide financial planning services to our clients through KBFP.
  • AXA Group - a global insurance and investment management firm and among the largest global financial services firms in the world.
  • AXA Advisors, LLC - a member of AXA Group. We provide securities and advisory products through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. AXA Advisors, LLC is an investment advisor registered with the SEC.
  • LPL Financial (LPL) – is a large independent broker-dealer/registered investment advisor. LPL provides custody, clearing, and investment advisory account services for AXA Advisors, LLC.
  • Kistler Tiffany Benefits (KTB) is a large regional employee benefits firm that provides insurance brokerage services for group health, dental, life, and disability income insurance.

Our firm’s size and experience:

  • As an independent firm, we are able to provide highly customized financial strategies along with personalized attention.
  • As an accomplished firm in existence for over 25 years, we have achieved a level of stature and substance that garners first rate attention from our service providers.
  • Over the years, we provided guidance and assistance to several hundred individuals and their families who were preparing for retirement.
  • We work with all of our clients to form durable investment policy. We have the experience to understand what it takes to navigate through good markets and bad.
  • With well over 100 financial planning clients and $1.0 billion in assets under management as of November 30, 2017, our clients appreciate what we bring to the table.
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