28-05-2025
Integrated Partners extends Greater Boston presence with six-member team
Integrated Partners, a national financial planning and RIA firm managing over $21bn in assets under advisement, has added Corey Wealth Partners, a Boston-based advisory team led by founder and managing partner Jeff Corey.
Corey Wealth Partners brings approximately $370m in client assets, focusing on high-net-worth and ultra-high-net-worth individuals.
The team is dedicated to assisting families in growing and safeguarding generational wealth, as well as serving business owners and executives.
The integration with Integrated's advisor ecosystem, institutional investment platform, and in-house planning resources is expected to facilitate further growth for the firm.
Corey said: 'With Integrated's CPA network, planning team and streamlined investment platform, we're now positioned to deliver an even higher level of service to our clients while scaling the business efficiently.'
The Corey Wealth Partners team includes Lincoln Hurney as partner, Masiel Yarbrough as director of operations, Danielle Hansen as director of client experience, Adam Marcellus as relationship manager, and Yolanda Fox as client service associate.
The team has established a collaboration with a CPA partner and is focused on Integrated's CPA Alliance Programme, which offers a model for CPA referrals and collaboration, enhancing the delivery of integrated tax and financial planning services to complex clients.
Additionally, the team plans to utilise Integrated's financial planning division to enhance its offerings for business-owner clients.
Integrated Partners chief growth officer Rob Sandrew said: 'Jeff and his team exemplify the type of advisors who thrive at Integrated—entrepreneurial, growth-minded and deeply committed to positive client outcomes.
'Their strong foundation in business-owner planning, paired with our CPA partnerships and planning infrastructure, creates a natural alignment for long-term success.'
In 2025, Integrated Partners has already secured approximately $2bn in assets through new advisory relationships, including Retirement DNA, Prout Financial Design, Albritton Financial Services, and now Corey Wealth Partners.
Earlier this month, Integrated Partners formed a strategic partnership with Carefull.
Carefull is a financial safety platform designed to protect the finances and identities of older adults and their families, providing Integrated advisors with an AI-powered solution to address fraud, identity theft, and financial scams affecting aging clients.
"Integrated Partners extends Greater Boston presence with six-member team" was originally created and published by Private Banker International, a GlobalData owned brand.
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