Integrated Partners – a national financial planning and registered investment advisory (RIA) firm serving over $21.3 billion in assets under advisement (AUA) – announced that Prout Financial Design has joined its growing network. And the Traverse City, Michigan-based advisory firm, which oversees over $331 million in AUA, will utilize Integrated’s investment management platform and succession planning support to drive future growth and continuity.
For over 25 years, Prout Financial has been a trusted financial partner in Northern Michigan, known for its commitment to community service, financial literacy and education. The firm hosts a long-standing weekly radio show on financial literacy and serves as the go-to resource for local financial guidance. And Prout Financial coaches and advises clients toward financial success, and founder Dennis Prout sought a partner who could provide the same level of strategic guidance for his firm’s future.
Through this partnership, Prout Financial will utilize a comprehensive investment management platform, tap into enhanced marketing support and gain access to the Integrated CPA Alliance program—all key steps in the firm’s plan to grow by attracting higher-net-worth clients, expanding advisory capabilities and launching new initiatives such as podcasting.
As part of the deal, Heidi Cartwright, financial advisor and managing director at Prout, will play a vital role in driving the firm’s continued growth alongside Dennis Prout and his son, fellow advisor Nathan Prout.
Prout Financial marks the latest team of advisors to join Integrated. And in January, Retirement DNA, a $1 billion firm, also joined the platform, expanding Integrated’s presence on the West Coast.
KEY QUOTES:
“Our firm had reached a crucial inflection point where we needed a partner that not only shares our philosophy, but also offers the resources and support to elevate our practice. Integrated Partners stood out as the ideal fit, especially given its focus on succession planning and commitment to helping firms scale with purpose. Just as we help our clients navigate their financial futures, we wanted a partner to coach us toward long-term success.”
- Dennis Prout
“Dennis and his team exemplify the kind of client-focused, community-driven firm that thrives within the Integrated network. Prout’s deep roots in financial education and service align perfectly with our approach. We believe in empowering firms with the coaching, consulting and infrastructure they need to expand strategically and build a legacy that lasts.”
- Rob Sandrew, chief growth officer at Integrated Partners
“From our first conversation with Integrated, it was clear they understood our vision for the future. With their support, we can focus on what we do best—helping our clients achieve financial clarity and success while positioning our firm for long-term growth and success.”
- Heidi Cartwright
