• ENJOY WHAT MATTERS MOST

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

  • CLIENTS FIRST. ALWAYS.

    For over 45 years, we have helped over 1,000 families reach their goals.

  • TRADITIONAL VALUES, CONTEMPORARY RELATIONSHIPS.

    It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

WELCOME TO INTEGRATED EQUITY MANAGEMENT

At IEM, it’s about YOU.

Through holistic financial consulting, 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.

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.

LATEST MARKET COMMENTARY FROM IEM

QUESTIONS? LET’S TALK.