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INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING

As an independent financial planning and wealth management firm, we specialize in helping business owners and corporate executives invest their assets and build legacies for generations to come.
 
Working as a fiduciary to our advisory clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we do for the people we serve.

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Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, ME, MA, NH, NY, TX

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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Contact

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Integrated Financial Partners​

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6 Westwood Avenue, 2nd Floor

Scarborough, ME 04074

 

Phone: 207-233-4800 

Fax: 207-221-1855

Adam.Rothbart@IFPadvisor.com

www.adamrothbart.com

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