About Us

Integrated Planning & Investments grew from the idea that financial planning requires a holistic approach to promote better results for clients. We believe superior financial outcomes occur when tax, estate and financial planning are integrated.

Chris and Jonathan partnered together in early 2014 - bound by the belief that together two financial planners could enhance the services and value brought to our clients. Chris and Jonathan's partnership began when they both worked for a national broker/dealer together - this experience allowed them to grow their partnership and also identify areas of the client engagement that could be vastly improved.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.