# Integrative Planning

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

## Description

Integrative Planning is a boutique wealth management firm founded in 2007 and based in Cornelius, North Carolina. Its fiduciary approach centers on serving fewer than 100 families per advisor, allowing for personalized attention and an ongoing relationship. The firm works with executives, physicians, engineers, business owners, and families seeking a coordinated plan for their financial lives.

Its services include financial and retirement planning, tax planning, income planning, investment management, healthcare planning, legacy planning, and small business planning. Rather than treating these areas separately, Integrative Planning brings them together in a single view, connecting investment decisions with retirement income, taxes, healthcare needs, and long-term goals. Its RetireRight process guides clients from understanding their priorities and financial picture through evaluating options, implementing a practical plan, and adapting as life changes.

The firm states that client investments are held in accounts custodied with Charles Schwab and remain in clients’ names. Services are generally suited to people with at least $1 million in investable assets.

## Industries

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

## Links

- [instagram](https://instagram.com/integrativeplan)
- [twitter](https://twitter.com/integrativeplan)
- [facebook](https://facebook.com/BeaconWealthAdvisors)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id1GOwwOs2/w/1500/h/675/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791014227869)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1GOwwOs2/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791014227752)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Blue Zodiac | #0f1c47 | accent |
| Oxford Blue | #323b4c | dark |
| Spring Wood | #faf8f5 | light |

## Fonts

- var(--font-sans) — asset _(custom)_
- var(--font-sans) — asset _(custom)_

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