Empowering CPAs to expand their impact in their client’s lives.
Join the mission to transform financial services and wealth advisory for the better.
Integrated Advisory is changing the financial services and wealth advisory industry by reimagining how CPAs serve their clients.
We empower CPAs–their clients' most trusted advisors–to move beyond traditional accounting services and lead holistic financial strategies.
In a world where financial advice is often fragmented and siloed, we create a collaborative, innovative network that delivers smarter, more unified solutions together.
At it’s core, Integrated Advisory is about
Purpose
Helping clients simplify their financial lives so they can focus on what matters most to them.
Empowerment
Enabling CPA firms to expand their impact, enhance their expertise, and grow their practices sustainably.
Belonging
Joining a community of forward-thinking professionals committed to shaping the future of financial services.
Value
Diversifying CPA firms' revenue to go beyond billable hours to drive sustainable growth.
Our network connects you to top-tier professionals including financial advisors, wealth advisors, and insurance specialists
These specialist share our planning first approach and believe in delivering valuable advice first, using financial products only as solutions to fulfill that strategy.
This ensures you can offer seamless, integrated solutions that genuinely serve your clients' best interests.
Lead with confidence
Stay at the center of your client relationships while expanding your offerings.
Unlock new revenue streams
Move beyond billable hours and build a more profitable, future-ready practice.
Deliver more value
Connect personal and business financial strategies to create long-term success for your clients.
Trusted by CPA’s and business owners
By joining the Integrated Advisory network, we offer a team of professional advisors to our clients, who align with our value of putting planning first.
Kari Speaker Smith CPA, CA, CFP, FEA, B MGT
Fletcher Mudryk LLP & FM Wealth Inc.
Take the
next step
Learn more about the network
See how we help CPAs grow and thrive in a competitive market.
How it works