Integrated Partners, a national financial planning and registered investment advisory (RIA) firm that serves more than $17 billion in assets under advisement, announced New Hampshire-based CoFi Advisors as its latest affiliate partner. In selecting Integrated as a partner, CoFi cited the firm’s comprehensive platform that empowers entrepreneurial advisors to sustain growth and elevate client service.
“Joining Integrated allows us to grow our solution set, leveraging the firm’s dynamic technology and bespoke investment platform to provide an experience more tailored to our clients’ needs,” said Wheeler Crowley, co-founder of CoFi. “Integrated’s CPA Alliance, in particular, drew the attention of Walker and Crowley as they sought a new partner in independence, viewing the opportunity to incubate organic growth and scale the firm through CPA partnerships as wholly advantageous.”
Colin Walker, co-founder of CoFi, added, “While many advisors struggle to ach
