Become a Member
The Value of Membership
The Future of Advisory is Integrated
For too long, the financial industry has been fragmented leaving CPAs, financial advisors, and business owners to navigate complex financial landscapes in isolation. Integrated Advisory was built to change that.
We empower CPAs to take the lead, connecting them with top-tier financial professionals to deliver seamless, strategic solutions that support their clients' business and personal financial goals while unlocking new growth opportunities for their practice.
Your role: Lead with confidence
As a CPA, you are already your client's most trusted advisor. Integrated Advisory positions you as the central strategist, equipping you with a network of vetted resource partners who handle specialized services. You maintain full control of the client relationship while the network provides the expertise and tools to expand your impact, elevate your practice, and build deeper client trust.
Preserve independence
Stay in control while offering more to clients.
Expand your offerings
Provide holistic financial solutions without adding to your workload.
Unlock new revenue streams
Earn commissions for network based services.
Strengthen client loyalty
Build long-term relationships with comprehensive support.
Resource partners
A network you can trust
Integrated Advisory connects you with a pre-vetted network of elite specialists across a wide range of financial disciplines:
Financial Planning & Wealth Management
Tax & Estate Planning
Insurance & Risk Management
Corporate Finance & Private Banking
Group Benefits & Private Health Solutions
Each partner is carefully selected to ensure vour clients receive world-class expertise-without requiring you to build these services in house.
What makes Integrated Advisory so unique is that all the specialists a client needs can be found in one place.
Tyler Brack CPA, CA, CFPS®, PARTNER
Avail Chartered Professional Accountants
Become a Member
The path to membership.
01
Introduction
As CPAs, we love getting to meet like-minded professionals and share how Integrated Advisory is helping people like you take their firms to the next level.
02
Explore the opportunity
Explore and discover, as a pertnership group, “why” CPA firms, just like yours, are implementing an integrated service model within their practice.
03
Commitment and engagement
Once your partnership group feels confident that Integrated Advisory is the right fit, we proceed to focusing on “how” the Integrated Advisory model can work for your firm.
04
Launch with confidence
With hands-on training, cutting-edge tools, and continuous support, we'll help you launch the integrated model and seamlessly-elevate your value to clients from day one.
Take the
next step
Discover the Client Experience
The Integrated Advisory Experience™ offers clients clarity and confidence.
Client experience