Integrated Financial Partners

Overview

Integrated Financial Partners describes its foundation as empowerment, integrity, and trust. The firm provides fiduciary personal advice supported by an independent national firm. Its website identifies the firm as a registered investment adviser separate from LPL Financial.²³

Leadership

Paul C. Koenig Jr. is a Personal Wealth Advisor with CFP®, ChFC®, CRPC®, and RFC® credentials. Lance Leimberg is a Personal Wealth Advisor and holds the CFP® designation. Andree Peterson serves as Chief Implementation Officer, leading advisor and professional partner growth initiatives.¹⁴

The team reports over 100 years of combined industry experience and works collaboratively on financial-plan coordination, consulting, and implementation.⁴

Services

The firm’s services include retirement planning, asset management, estate planning, wealth management, financial planning, group and corporate benefits, and insurance strategies.²

Its named planning frameworks include the Lifetime Income Model, Legacy Discussion, Family Focused Office, Financial Second Opinion, Plan for Financial Comfort, Integrated 401(k), and Integrated Business Alliance.⁵

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance
• Retirement planning

Client Focus

Integrated Financial Partners works with individuals and families, business owners, retirees, pre-retirees, and physicians.⁶

Approach

The firm begins by learning about a client’s family, goals, and concerns. It then identifies solutions and implements a comprehensive financial plan.⁵

FAQs

Related resources

• LocationMultifamily offices in New Jersey

  The New Jersey directory helps families and business owners compare firms serving clients in the region. It can provide context for evaluating services such as investment management, financial planning, estate planning, retirement planning, and risk coverage when considering an advisory relationship for complex personal or business finances.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate planning topics. A family considering investment management and fiduciary services can use these materials to identify planning questions, understand basic documents, and prepare for discussions about wealth transfer, philanthropy, and responsibilities across generations.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides databases covering family offices and investors. Business owners and affluent families can use the listings to research how other investors organize relationships, identify possible referral sources, and compare the types of external planning, investment, fiduciary, or risk services they may seek.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client structure conversations with a multifamily office. Families and business owners can ask about investment approach, financial planning, estate and trust work, insurance, retirement needs, fees, communication, and coordination with attorneys or accountants before deciding whether a firm fits their circumstances.

• Similar firmsPeapack Private
  Mountain Hill Investment Partners
  Parisi Gray Wealth Management, LLC

  Profiles of Peapack Private, Mountain Hill Investment Partners, and Parisi Gray Wealth Management, LLC offer comparison points on this site. Reviewing their stated services and client focus can help a New Jersey family or business owner frame questions about investment management, planning, fiduciary work, retirement, and insurance needs.

Sources

1. Integrated Financial Partners
2. Get to Know Our Firm
3. Who We Work With
4. Andree Peterson team profile
5. Our Approach
6. Who We Work With
7. SEC Form ADV

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.