For more information regarding our relationship with Integrated Partners, LPL Financial, and Fidelity Investments, please feel welcome to contact your financial advisor.
Integrated Partners (Integrated), a Top 100-ranked Registered Investment Advisory (RIA) firm by Barron’s, provides a robust level of operational and back-office support, including compliance oversight and administrative functions, financial planning, and wealth management services. Coburn Financial has established a strategic partnership with Integrated, a separate, independent entity that operates in a fiduciary capacity.
By outsourcing back-office services, it allows us to streamline our operations, integrate cutting-edge technology, and innovate as the industry changes. With this partnership, we can tap into Integrated’s vast resources, including Advanced Planning, Business Owner Solutions, Family Office Services, and Retirement Plan Administration capabilities, to enhance the overall client experience and better serve your evolving needs.
Integrated does not create investment products or hold clients’ money. Clients’ money is held with our custodial partners, LPL Financial and Fidelity Investments.
LPL acts as our custodian and provides our firm with proprietary technology and comprehensive compliance services. LPL Financial does not offer any proprietary products but instead makes available a broad range of diverse products. Through this affiliation, we can choose the products and services that address our clients’ needs. This commitment to personalized financial advice helps to preserve the integrity upon which we built our firm and its reputation. For more information about LPL Financial, visit www.lpl.com.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Like many investors, one of your key goals in accumulating wealth is to ensure that it is passed on as you wish. Whether you are saving for retirement or need specialized wealth management services—such as trustee services, separately managed accounts, or alternative investments—you will have access to the products you may need when you need them.
Fidelity works closely with our firm to help identify the products and services that are in your best interest. Moving forward, Fidelity will continue to help find new ways for us to better serve you. This ongoing relationship, complemented by Fidelity’s advanced wealth management platform, provides a solid foundation to help you achieve your financial objectives.
Fidelity Clearing & Custody SolutionsSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
