Fair Street Advisors has acquired Integrated Partners, a prominent firm supporting independent financial advisors, for an undisclosed amount. This strategic move brings together two entities focused on empowering financial professionals and enhancing client service within the wealth management sector. Integrated Partners, founded in 1996, has built a reputation for providing comprehensive business-building services to independent advisors across the United States.
Integrated Partners currently supports 141 advisors and 127 CPAs through 40 regional offices. Its offerings include a customizable open architecture business environment, encompassing technology, investment management, advanced planning, a CPA partner program, family office platforms, custody solutions, and M&A and succession planning support. This extensive suite of services is designed to help advisors achieve their entrepreneurial visions and deliver robust client care. The acquisition by Fair Street Advisors is expected to significantly expand its footprint and service capabilities in the independent advisory space.
The strategic rationale behind this acquisition centers on enhancing the support infrastructure available to financial advisors and their clients. Fair Street Advisors gains Integrated Partners' established network and its comprehensive suite of tools, which are built on a foundation of empowerment, integrity, and trust. Expected synergies include leveraging Integrated Partners' expertise in advisor support and its robust platform to offer an even broader range of resources to a wider network of financial professionals. This integration aims to strengthen the combined entity's ability to foster advisor success and client satisfaction.
The combined entity is poised to offer an expanded and more integrated platform for independent financial advisors. By uniting Integrated Partners' proven business-building services with Fair Street Advisors' strategic vision, the acquisition is set to create a more powerful resource for professionals seeking to grow their practices and make a positive impact on people’s lives. The focus remains on empowering advisors to deliver exceptional value to their clients through comprehensive support and advanced solutions.