# Integrated Advisory

- **Website:** <https://integratedadvisory.com>
- **Primary alias:** `integratedadvisory.com`

## Description

Integrated Advisory is a professional network founded and administered by Integrated Advisory Professionals Network Inc. It helps CPA firms expand beyond traditional accounting and compliance services by enabling them to lead more holistic financial and wealth-planning conversations with clients. The network connects members with financial advisors, wealth advisors, and insurance specialists who share a planning-first approach, using financial products as solutions to support an overall strategy.

Through this collaborative model, CPA firms can connect clients’ personal and business financial needs, provide more coordinated advice, and remain central to their client relationships. Integrated Advisory also aims to help firms broaden their expertise, diversify revenue beyond billable hours, and build sustainable practices. Its stated purpose is to help clients simplify their financial lives, while fostering a community of professionals interested in shaping the future of financial services.

The organization offers opportunities to become a member, learn how its network works, and explore the client experience. It also provides insights and events, and invites prospective members to book an introductory call.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/90420798)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/ideVgf-tcp/w/1500/h/268/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792595814760)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Desert | #9d611e | dark |
| Fantasy | #fdfaf8 | light |
| Paradiso | #267173 | accent |

## Fonts

- Inter — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/ideVgf-tcp/w/750/h/126/idT599RMvY.jpeg?c=1bxid64Mup7aczewSAYMX&t=1740419876422)

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_Source: <https://brandfetch.com/integratedadvisory.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._