Financial advice built around you.
We help individuals, families, and business owners make informed financial decisions with confidence. Whether you’re preparing for retirement, navigating a major life transition, or building long-term wealth, our advice is tailored to your goals and priorities.
Financial advice focused on what matters most.
We focus on the decisions that matter most to you. We act as your advocate, helping you simplify complex financial matters and move forward with clarity.
Our role is to stay aligned with your goals as life and the markets evolve, so your decisions are intentional rather than reactive.
Many clients require coordination beyond investments. Through our network of specialists, we provide access to CPAs, estate planning attorneys, insurance professionals, and other planning resources. We’re also happy to work alongside the trusted advisors you already have. Our goal is to ensure every aspect of your financial plan works together seamlessly.
Comprehensive planning, integrated.
Investment Strategy
Our open-architecture approach gives us a wide universe of investment options to build a personalized, ongoing strategy for you. We consider investment costs and tax implications where appropriate.
Cash Flow Analysis
A clear understanding of your cash flow provides the foundation for confident financial decisions. We help you evaluate spending, gifting, major purchases, and other financial goals through detailed cash flow analysis and scenario planning. We also provide guidance on Roth conversion strategies, tax-efficient withdrawals, and legacy planning for your family or charitable causes.
Retirement Analysis
We help you feel as financially prepared as possible for whatever your next chapter looks like, guiding you before and during transitions and through life after full-time work. Every retirement looks different, so we build a strategy around the future you envision.
Estate & Legacy Planning
Estate and legacy planning needs ongoing attention as your life, family, and finances evolve. Whether you have a young family and a growing business or you’re retired and thinking about your impact, we help you answer the questions that shape your legacy.
Business Owner Services
We partner with you through the hurdles of building, growing, and eventually transitioning a business. Together we focus on what matters most, from growth opportunities to protecting key employees to planning your eventual exit.
Executive Compensation Planning
Executive compensation can be a significant driver of long-term wealth, but it often comes with complex financial and tax considerations. We help you navigate stock awards, stock options, deferred compensation, bonuses, and other executive benefits to ensure these opportunities align with your overall financial plan.
A clear path that adapts as your life and markets evolve.
Learn
We take the time to understand what matters most to you and your family. Beyond the numbers, that means your goals, priorities, and the life you want your wealth to support.
Analyze
We evaluate your full financial picture to identify strengths, uncover gaps, and highlight opportunities for improvement.
Recommend
We develop clear, thoughtful strategies to help you grow and protect your wealth, while addressing risks and unintended consequences.
Ongoing Optimization
Your life and the markets will evolve. We meet regularly to refine your strategy and provide tailored guidance, so your plan stays aligned over time.
Personalized guidance for the people we serve.
Everyone arrives at a different point in life, with different priorities and different worries. Whoever you are, our job is the same: to listen first, then help you take the next step with confidence.
Pre-Retirees & Retirees
As retirement approaches, the focus often shifts from building wealth to preserving it and developing an income strategy designed to support your needs. We help clients evaluate retirement readiness, develop tax-efficient income and distribution strategies, and coordinate estate and legacy planning. Our goal is to provide clarity and confidence through every stage of retirement.
Clients in Transition
Whether anticipated for years or arriving unexpectedly, transitions can be especially hard to navigate financially. Our decades of experience give you peace of mind that your needs are handled with care, in a way that’s personal to you.
Working Professionals
Many of our clients are in the middle of their careers, balancing competing financial priorities. We help simplify financial decisions by developing strategies for saving, managing debt, investing, and planning for the future. Every recommendation is tailored to your goals and priorities.
Business Owners
We help business owners navigate an evolving environment with the right resources at the right moment, whether you’re weighing growth opportunities, taking risk off the table, or planning for a possible future sale.
Your financial life deserves focused, thoughtful guidance.
We take a comprehensive view of your situation, bringing clarity to where you are today and identifying opportunities to strengthen your plan over time. As fiduciaries, our advice is grounded in careful analysis and a long-term perspective.
Our goal is simple: help you build, preserve, and distribute your wealth in a way that reflects your priorities.
A steady partner through every stage of life.
James McCann, CFP®
I’m a CERTIFIED FINANCIAL PLANNER® (CFP®) passionate about helping clients achieve financial freedom. My focus is on education, so you can make informed decisions about your wealth. Every meeting centers on one question: how do we simplify and improve your financial life?
I was drawn to this profession because it let me help people using my background in finance. The uniqueness of every client, portfolio, and market is exactly what makes me love what I do.
Before working alongside Integrated Partners, I spent 17 years at Fidelity Investments, most recently as a Vice President, Financial Consultant in the Boston Back Bay office, working with clients whose combined assets exceeded $1.9 billion.
Outside the office, I enjoy spending time with my wife, Kate, and our two children, Jimmy and Molly. As a family, we enjoy traveling, skiing, and spending time with the people we love.
As a Client Service Manager, Allison plays a central role in delivering a thoughtful and seamless experience for our clients. She supports the practice across a wide range of responsibilities, including account opening and updates, client communication, account maintenance, transaction processing, and identifying opportunities that can enhance your financial path. Whether she’s solving a service need or helping someone understand the next step in their plan, Allison approaches every interaction with care and clarity.
Known for her compassionate ability to connect during both everyday conversations and emotionally complex moments, Allison is attentive to detail, proactive in her follow-through, and skilled at identifying issues or opportunities as they arise. She welcomes any conversation where she can make a positive impact and help someone move forward with confidence.
With 14 years of experience in the financial industry, including leadership roles as a Branch Manager at Wells Fargo and six years as a Registered Investment Sales Associate at Truist, she brings a depth of knowledge and professionalism to our team.
Outside of the office, Allison finds joy and purpose in spending time with her husband and their three children, ages 10, 7, and 2. She enjoys working out, running, and taking family trips whenever she can. Allison also leads a youth group at her church and is an enthusiastic UVA sports fan.
As Chief Investment Officer, Steve uses his passion and fascination with capital markets to create portfolios that support your journey across the wealth spectrum. Steve firmly believes that identifying your end objectives, needs, circumstances, and what drives you is the cornerstone of investing and portfolio construction.
Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live modeling, Greg creates an interactive client experience. He is a graduate of Bentley University with a degree in Finance.
Ann has worked in the financial industry since 1988 and currently serves as the Chief Compliance Officer at Integrated. Her multifaceted role encompasses regulatory compliance, financial controls, daily operations, and information technology management. Beyond her regulatory expertise, Ann contributes valuable operational insights to the firm. She excels at optimizing processes, enhancing communication channels, and devising dynamic solutions to overcome the inherent challenges of building a robust financial organization.
A graduate of Clark University with a degree in Economics, Ann is a firm believer in ongoing education in maintaining the highest levels of professionalism. She received her Chartered Life Underwriter (CLU) designation, her Chartered Financial Consultant (ChFC) designation, her Chartered Advisor for Senior Living, (* CASL) designation, and the Chartered Leadership Fellow (CLF). In addition to earning numerous awards in the financial industry, she completed a Leadership Best Practices degree at Harvard Business School in 2010.
* Chartered Advisor for Senior Living (CASL) conferred by The American College.
Becca has over 20 years of industry experience helping advisors and the professional partners they work with successfully market their services to clients and prospects. By utilizing our InTouch Marketing Model, Becca helps advisors implement full-service marketing programs so they can build thriving practices and focus on what they do best.
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax advantaged strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.
* Licensed not practicing
Integrated Financial Partners
We’re proud to work alongside Integrated Financial Partners, a nationally recognized registered investment advisor. The partnership gives our clients access to deep planning resources, specialists, and institutional capabilities, while keeping our advice independent and built around you.
* $30.5B AUA inclusive of $22.9B AUM.
