Enjoy What Matters Most.

We simplify the complexities of financial planning so that you can relax, knowing you’re prepared for the future.

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Clients First. Always.

For over 40 years, we have helped over 1,000 families reach their goals.

Our Clients

Traditional Values, Contemporary Relationships

Practical and traditional advice, evolving with you for your children and grandchildren.

Our Process

WELCOME TO INTEGRATED EQUITY MANAGEMENT

At IEM, it’s about You.

Through holistic financial planning, sound technical expertise, and deep relationships, we help generations of clients through their entire life cycle. It’s our mission to make you feel confident, taken care of, and free.

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Our Process

At IEM, we help you with more than your money. We take a personalized approach to get to know you and your goals now, through retirement, and beyond. Whether you aim to grow your wealth or use your wealth to support others, we are with you every step of the way to reach your goals holistically.