Integrated Partners said Morrison Nordmann Wealth Management has joined its national financial planning and registered investment advisory platform, bringing an approximately $200 million client asset base to a firm that reports more than $23.8 billion in assets under advisement. Morrison Nordmann is based in Lansing, Michigan, and is led by President Matt Nordmann and Managing Director Scott Morrison.
The firms said the move is intended to support Morrison Nordmann’s strategic growth plans and deepen its planning capabilities as it targets more complex, higher-net-worth relationships. Morrison Nordmann works with high-net-worth families, business owners, and growth-minded individuals and described the partnership as a way to streamline operations, enhance client service, and drive sustainable organic growth as the team moves further upmarket.
Integrated said Morrison Nordmann selected its platform for resources, including a planning center, business owner solutions, a CPA Alliance program, and operational infrastructure that can centralize support functions and improve efficiency. Integrated also positioned the partnership as a way to expand access to client-facing tools and deliver more coordinated advice through its investment management framework and broader planning resources.
Morrison Nordmann becomes the second Michigan-based firm to join Integrated in 2025, following the onboarding of Prout Financial Design earlier in the year. Integrated said that, with this partnership, it expects to close 2025 with $2 billion in new assets added to the platform.
Integrated said it serves advisors through a customizable open architecture environment that includes technology, investment management, advanced planning, a CPA partner program, custody, marketing, public relations, M&A support, succession planning, and broader business counsel. The firm said it has more than 220 advisors, more than 250 CPAs, and 116 regional offices across the United States.
KEY QUOTES:
“Joining Integrated represents a significant milestone for our firm. For us, growth has always been about more than scale. It requires the right resources, the right strategy and the right partner in your corner. Integrated provides the infrastructure, guidance and people to help us deliver deeper value to our clients and position our firm for long-term success.”
Matt Nordmann, President, Morrison Nordmann Wealth Management
“Integrated gives our team the structure and strategic insight to compete at a higher level. As we continue to work with more business owners and complex client situations, access to deeper planning capabilities and a coordinated support system will help us deliver the sophistication our clients expect.”
Scott Morrison, Managing Director, Morrison Nordmann Wealth Management
“For Integrated, success is always about finding and delighting long-term partners. Matt, Scott and their team have a long future of growth ahead, and we are excited to be part of that trajectory. We are thrilled to be their partner of choice as we work together to support efficient growth and deliver the resources and services their clients deserve.”
Andree Mohr, President, Integrated Partners
