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INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING

As an independent financial planning and wealth management firm, we specialize in providing comprehensive wealth management, estate and legacy planning services to executives, business owners, high net worth individuals and families. Our mission is to establish long-term relationships with our clients as their trusted advisor to build, protect and manage wealth today and for multiple generations to come.

  

Working as a fiduciary to our 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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John O. Florence, Jr., CRPC®

Private Wealth Advisor

Office: 781-373-4423

Fax: 781-890-5624

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200 Fifth Avenue, Suite 4010

Waltham, MA 02451

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 entities from LPL Financial. CRPC conferred by College for Financial Planning. CASL conferred by The American College. 

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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: CA, CT, FL, ME, MA, NH, NJ, NM, NY, OH, RI, UT, VT, VA, WA

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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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