Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving over $20 billion in assets under advisement (AUA), announced San Diego-based RetirementDNA as the latest advisory team to join its network. This deal marks a significant expansion of both firms’ retirement plan services and wealth management capabilities.
RetirementDNA has established a reputation as a top-tier advisory that delivers retirement and executive benefit plans, personalized worksite financial wellness counseling for employers and employees, and private wealth management services. And the team’s dedication to client-focused independence led them to partner with Integrated Partners 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.
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. And the partnership will provide RetirementDNA advisors with access to comprehensive support solutions while creating new opportunities through Integrated Partners’ highly regarded CPA alliance program.
RetirementDNA will also expand access to corporate-sponsored retirement plan services to support Integrated-affiliated advisors better. And 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.
KEY QUOTES:
“This partnership represents a natural evolution for both organizations. 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.”
- Robert Sandrew, chief growth officer at Integrated Partners
“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. Integrated Partners’ resources and knowledge base perfectly complement our institutional retirement plan expertise, allowing us to better serve our clients’ comprehensive financial needs.”
- Daniel Dubois
