Integrated Financial Management Inc. is a financial planning and investment advisory firm serving clients in Pennsylvania. The firm helps individuals work toward financial goals through personalized planning focused on building wealth that can support them through retirement.

Its services include financial planning, retirement planning, tax planning, guidance for business owners, life insurance, and investment advice. The team begins by learning about each client’s goals, priorities, preferences, and financial circumstances, then develops a practical roadmap and adjusts it as life changes. Planning may address retirement lifestyle, tax-efficient investing, estate-planning needs, education, and potential obstacles such as disability, critical illness, or loss of income.

Integrated Financial Management emphasizes transparency, ongoing communication, client advocacy, and continued learning. Clients can receive ongoing reviews and guidance as their priorities evolve. The firm’s website identifies Edward Lewis as a financial professional with securities, advisory, insurance, and tax-related credentials, and Erin Kwiatkowski as a client services associate.

Securities and advisory services are offered through Commonwealth Financial Network; fixed insurance products and services are separate