Integrated Financial Architects

Wealth Management / Financial Advisory Servicesifatoday.com

Integrated Financial Architects is an independent, SEC-registered RIA operating as Maia Wealth from Denver, Colorado, providing integrated retirement, tax, estate, and investment planning to individuals near or in retirement and to local business owners through a multidisciplinary team of CFP®, CPA, and attorney professionals.

Company typePrivate
Founded-
HeadquartersParker, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Integrated Financial Architects does

Integrated Financial Architects is an independent, privately-held Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission, operating under the Maia Wealth brand from a headquarters at 1401 17th St, Suite 850 in Denver, Colorado, with a second office in Greenwood Village. The firm serves individuals approaching or in retirement and business owners in the Denver metropolitan area, delivering comprehensive financial planning across five core service lines: Retirement Planning, Financial Planning, Estate Planning, Tax Planning, and Investment Planning.

The firm is built around a multidisciplinary human advisory team rather than a technology platform. Its practitioners include CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys, with leadership comprising a Senior Advisor/Retirement Planning Specialist (Terry Anderson, CFP®), two CFP®-credentialed partners (Scott Marek and Chandler te Velde), a Financial Planning Manager (Clare Sass), a Financial Planning Assistant (Barb Gilroy), an Operations Manager (Stacy Smith, Denver), and a PhD-level Head of Trading (Alex Moorehead). The firm emphasizes its independent fiduciary status as a distinguishing positioning point versus non-fiduciary advisors.

IFA's revenue is generated through recurring investment advisory fees typical of an RIA, with new client acquisition driven by a consultative, relationship-based go-to-market motion anchored on a free 30-minute introductory Calendly call and supported by content marketing including a 20+ video educational library fronted by Terry Anderson and ongoing blog content on retirement, tax, estate, and investment topics. No pricing tiers are publicly disclosed; the firm reports 1-10 employees, is privately held with no disclosed parent, private equity or venture backing, and provides no disclosed revenue, AUM, client count, or founding date.

Integrated Financial Architects firmographics

Firmographics

Name: Integrated Financial Architects
Legal name: Integrated Financial Architects
Website: https://ifatoday.com
Company type: Private
Operating status: Operating
Headcount range: 1–10 employees
Short description: Integrated Financial Architects is an independent, SEC-registered RIA operating as Maia Wealth from Denver, Colorado, providing integrated retirement, tax, estate, and investment planning to individuals near or in retirement and to local business owners through a multidisciplinary team of CFP®, CPA, and attorney professionals.
Ownership category
akta.pro rank

Integrated Financial Architects industry classification

Industry

Product category: Wealth Management / Financial Advisory Services
NAICS: Other Financial Vehicles (52599), Funds, Trusts, and Other Financial Vehicles (525)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industries: Estate & Legacy Planning Advisory (FSAEAAAG), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

Retirement planning
Financial planning
Investment advisory
Estate planning
Wealth management

Where Integrated Financial Architects is headquartered

Location

Headquarters

HQ city: Parker
HQ country: United States
HQ region: North America

Offices2 records

Markets served

Integrated Financial Architects business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Others

Revenue model

Investment Advisory Services: Maia Wealth is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission providing investment advisory services. The firm offers comprehensive financial planning covering retirement planning, estate planning, tax planning, and investment planning. Revenue is generated through investment advisory fees for managing client portfolios and providing financial planning services.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	Free initial consultation

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Integrated Financial Architects product offering

Product offering

Core offering

Integrated Financial Architects is an independent Registered Investment Advisor that helps clients accumulate and preserve wealth through comprehensive, team-based financial planning. Its offerings span Retirement Planning, Financial Planning, Estate Planning, Tax Planning, and Investment Planning, delivered by CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys operating under a fiduciary standard.

Product overview

Maia Wealth (Integrated Financial Architects) offers a unified suite of financial planning services through five core offerings: Retirement Planning, Financial Planning, Estate Planning, Tax Planning, and Investment Planning. The firm operates as an independent Registered Investment Advisor (RIA) providing comprehensive, integrated financial advice rather than a software platform. The five service areas are designed to work together as a coordinated financial strategy, addressing the interconnected aspects of a client's financial life. Additionally, the firm provides educational resources through a Video Resource Library featuring content on retirement income planning, Medicare, Social Security, and tax guidance.

Differentiator

Problem solved

Functional benefit

Products and services

Retirement Planning Long-term financial planning service focused on creating a sustainable retirement income strategy, incorporating Social Security, Medicare, and tax planning considerations for individuals approaching or in retirement.
Financial Planning Comprehensive financial planning service using a consultative approach to help clients pursue goals such as home ownership, education funding, and a stress-free retirement.
Estate Planning Coordinated estate planning service that works with the client's estate planning attorney to draft documents and review the client's situation so that the estate benefits intended beneficiaries and charities.
Tax Planning Proactive tax planning service designed to minimize tax obligations throughout the year, including strategies for Roth conversions, charitable contributions, and retirement account withdrawals.
Investment Planning Personalized investment strategy development with a diversification approach, avoiding short-term distractions, to help create and preserve wealth for long-term financial goals.

Companies that use Integrated Financial Architects

Customer profile

Segments2 records

Ideal customer profiles2 records

Integrated Financial Architects technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integrated Financial Architects partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Maia WealthcoreOthersIntegrated Financial Architects operates under the Maia Wealth brand, which is described as an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service. Maia Wealth is the primary operating brand under which IFA delivers services to clients.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Integrated Financial Architects competitors and assessment

Company assessment

Market position

Weaknesses5 records

Competitive moat3 records

Key highlights6 records

Customer concentration

Integrated Financial Architects financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Integrated Financial Architects leadership team

Management profile

Number of profiles

Profiles7 records

Integrated Financial Architects funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Integrated Financial Architects M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrated Financial Architects

What does Integrated Financial Architects do?

Is Integrated Financial Architects a public or private company?

Integrated Financial Architects is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Integrated Financial Architects founded?

Integrated Financial Architects was founded in -1. It employs 1 to 10 people.

Where is Integrated Financial Architects based?

Integrated Financial Architects is headquartered in Parker, United States, in the North America region.

How does Integrated Financial Architects make money?

One revenue line is on record: investment Advisory Services.

Does Integrated Financial Architects have an API?

No public API is recorded for Integrated Financial Architects.

What industry is Integrated Financial Architects in?

Integrated Financial Architects's product category is Wealth Management / Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 52599 and its SIC code is 6282.