Integrated Advisory Services
Integrated Advisory Services is a boutique independent financial advisory firm in Winston-Salem, NC, founded in 1984, serving individuals, families, pre-retirees, business owners, and high-net-worth clients with holistic retirement, estate, business succession, education, and trust planning.
- Company typePrivate
- Founded1984
- HeadquartersWinston Salem, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Integrated Advisory Services does
Integrated Advisory Services, LLC (branded as "IAS Partnership") is a boutique independent financial advisory firm headquartered in Winston-Salem, North Carolina, founded in 1984. It serves individuals and families, pre-retirees and retirees, business owners, and high-net-worth clients with a holistic planning model that integrates investment and retirement planning, estate and legacy planning, business succession planning, education planning, and trust services. Its most differentiated offering is the proprietary "Retirement Income Confidence Process™," a tactical asset positioning methodology intended to balance retirement income streams against longevity, market, interest rate, tax, health, and liquidity risks. There is no proprietary technology platform; the firm relies on standard financial planning tools, calculators, and a client portal for account access.
The firm operates with a five-person team led by Managing Principal Richard Fields and Principal R. Jordan Fields, supported by an Operations Manager, a Trust Officer, and one additional team member. Securities are offered through an affiliation with Capital Investment Group, Inc. (a FINRA/SIPC member broker-dealer), and advisory services are delivered under an affiliation with Capital Investment Advisory Services, LLC. The firm is registered to offer securities in nine states (AL, GA, MA, MN, MO, NC, NY, PA, SC) and insurance in four states (MA, NC, SC, VA), but maintains a single physical office at 110 Oakwood Drive, Suite 550, Winston-Salem, NC.
The revenue model is fee-based professional services, consistent with independent RIAs (AUM-based fees, flat fees, and/or hourly billing); no fee schedules are publicly disclosed and pricing is custom by client need. Client acquisition is consultative and direct, supported by a content-driven website (resource center, calculators, videos, newsletter) and referral activity, with a "Schedule a Call" mechanism as the primary conversion point. The firm emphasizes its independence from institutional pressures as a positioning lever for unbiased recommendations.
Integrated Advisory Services firmographics
Firmographics- Name
- Integrated Advisory Services
- Legal name
- Integrated Advisory Services, LLC
- Website
- https://iaspartnership.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Short description
- Integrated Advisory Services is a boutique independent financial advisory firm in Winston-Salem, NC, founded in 1984, serving individuals, families, pre-retirees, business owners, and high-net-worth clients with holistic retirement, estate, business succession, education, and trust planning.
- Ownership category
- akta.pro rank
Integrated Advisory Services industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Integrated Advisory Services is headquartered
LocationHeadquarters
- HQ city
- Winston Salem
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Integrated Advisory Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: Fee-based financial advisory services including investment management, retirement planning, estate planning, business succession planning, education planning, and trust services. Revenue is likely generated through AUM-based fees, flat fees, or hourly billing structures typical of independent advisory firms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory services with pricing based on individual client needs and complexity of services required |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Integrated Advisory Services product offering
Product offeringCore offering
Integrated Advisory Services is a boutique independent financial advisory firm that delivers holistic, integrated financial planning across investment and retirement planning, estate and legacy planning, business succession planning, education planning, and trust services. Services are delivered through a consultative process including an introductory meeting, data session, plan development, implementation, and ongoing monitoring, primarily to individuals, families, pre-retirees, retirees, business owners, and high-net-worth clients across 9 states for securities and 4 states for insurance.
Product overview
Integrated Advisory Services offers a unified holistic financial advisory platform combining six core service areas: Investment & Retirement Planning, Estate & Legacy Planning, Business Succession Planning, Education Planning, and Trust Services. The firm employs a proprietary Retirement Income Confidence Process™ methodology for portfolio management. Services include Portfolio Management, Risk Management, Social Security Strategies, Cash Flow Analysis, Financial Education, Special Needs Trusts, Mergers & Internal Transfers, and Debt Management. The company operates as a boutique independent advisory firm founded in 1984, serving individuals, families, pre-retirees, retirees, business owners, and high-net-worth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment & Retirement Planning Comprehensive retirement and investment planning services including evaluation of financial situation, forecasting future income requirements, savings alternatives, tax considerations, investment strategies, portfolio management, risk management, Social Security strategies, cash flow analysis, and financial education to ensure a secure and fulfilling retirement for individuals, families, and pre-retirees.
- Estate & Legacy Planning Collaborative estate and legacy planning services that work with the client and their trusted legal counsel to address assets, beneficiaries, desired legacy, tax liabilities, wills, trusts, and charitable giving to protect wealth and ensure assets are distributed according to the client's wishes for future generations.
- Business Succession Planning Succession planning for business owners including goal evaluation, successor identification, navigation of tax, legal, and financial complexities, merger planning, internal transfers, ongoing business owner guidance, and debt management to ensure smooth transitions and protection of the business legacy.
- Education Planning
Quantifiable outcome
- Helping clients position assets for income while protecting cash flow against retirement risks including longevity, market, interest rate, tax, health, and liquidity risks
Companies that use Integrated Advisory Services
Customer profileSegments4 records
Ideal customer profiles4 records
Integrated Advisory Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integrated Advisory Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- FINRAcoreFinancial Industry Regulatory Authority - the regulating body overseeing broker-dealer activities. Client background information available through BrokerCheck.
- SIPCcoreSecurities Investor Protection Corporation - provides protection for securities customers of SIPC-member broker-dealers in case of firm failure.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Integrated Advisory Services competitors and assessment
Company assessmentDirect peers
- Wescott Financial Advisory Group: Independent, fee-only boutique RIA delivering investment, tax, retirement, and estate planning to HNW clients — closely mirrors IAS's boutique independent positioning and service breadth.
- Ronald Blue Trust: Independent, faith-aligned RIA offering holistic financial, investment, tax, and estate planning to individuals, families, and business owners — directly comparable to IAS in service mix, independence positioning, and HNW client focus.
- Halbert Hargrove: Long-tenured boutique independent advisory firm in California serving HNW individuals with integrated planning — comparable to IAS in firm size, longevity, and holistic service offering.
- Buckingham Strategic Wealth: Boutique RIA providing fee-only financial planning, investment management, and tax strategy — overlaps directly with IAS's holistic advisory model and AUM-based pricing.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the US combining human advisors with digital planning tools — illustrates the technology-augmented competitive direction IAS could face or pursue.
- Mariner Wealth Advisors: National independent advisory firm providing financial planning, investment management, tax, and trust services to HNW clients and business owners — overlaps broadly with IAS across all six service lines.
- Carson Group: National RIA and broker-dealer supporting independent advisors with holistic planning, succession, and back-office infrastructure — competes for the same HNW and business-owner segments.
- Creative Planning: Large national RIA offering integrated wealth, tax, estate, and business succession services — a scaled-up version of IAS's holistic model and a likely consolidator of independent advisory firms.
Others
- Cambridge Investment Research: Independent broker-dealer supporting RIAs with compliance, custody, and practice-management services — analogous to IAS's Capital Investment Group affiliation, serving as a peer in the advisor support ecosystem.
- Commonwealth Financial Network: Independent broker-dealer and RIA support platform — comparable to Capital Investment Group's role for IAS, providing regulatory and operational infrastructure for boutique advisory firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Integrated Advisory Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Integrated Advisory Services leadership team
Management profileNumber of profiles
Profiles5 records
Integrated Advisory Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Integrated Advisory Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Integrated Advisory Services
What does Integrated Advisory Services do?
Integrated Advisory Services is a boutique independent financial advisory firm that delivers holistic, integrated financial planning across investment and retirement planning, estate and legacy planning, business succession planning, education planning, and trust services. Services are delivered through a consultative process including an introductory meeting, data session, plan development, implementation, and ongoing monitoring, primarily to individuals, families, pre-retirees, retirees, business owners, and high-net-worth clients across 9 states for securities and 4 states for insurance.
Is Integrated Advisory Services a public or private company?
Integrated Advisory Services is a private company. It is classified as family owned and is currently operating.
When was Integrated Advisory Services founded?
Integrated Advisory Services was founded in 1984.
Where is Integrated Advisory Services based?
Integrated Advisory Services is headquartered in Winston Salem, United States, in the North America region.
How does Integrated Advisory Services make money?
One revenue line is on record: financial Advisory Services.
Who are Integrated Advisory Services's main competitors?
Direct peers on record are Wescott Financial Advisory Group, Ronald Blue Trust, Halbert Hargrove and Buckingham Strategic Wealth. Broad incumbents are Edelman Financial Engines, Mariner Wealth Advisors, Carson Group and Creative Planning. Others are Cambridge Investment Research and Commonwealth Financial Network.
Does Integrated Advisory Services have an API?
No public API is recorded for Integrated Advisory Services.
What industry is Integrated Advisory Services in?
Integrated Advisory Services's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.