Integrated Partners, a renowned national financial planning and RIA firm overseeing assets worth over $21 billion, has recently welcomed Corey Wealth Partners into its esteemed network. Led by founder and managing partner Jeff Corey, Corey Wealth Partners brings in around $370 million in client assets, with a primary focus on high-net-worth and ultra-high-net-worth individuals.
The team at Corey Wealth Partners is dedicated to aiding families in the growth and preservation of generational wealth, along with providing tailored services to business owners and executives. Their integration with Integrated’s advisor ecosystem, institutional investment platform, and internal planning resources is anticipated to drive further growth for the firm.
Jeff Corey expressed his enthusiasm about the collaboration, stating, “With Integrated’s CPA network, planning team, and streamlined investment platform, we’re now positioned to deliver an even higher level of service to our clients while efficiently scaling the business.”
The Corey Wealth Partners team comprises of Lincoln Hurney as partner, Masiel Yarbrough as director of operations, Danielle Hansen as director of client experience, Adam Marcellus as relationship manager, and Yolanda Fox as client service associate. They have already established a partnership with a CPA ally and are actively engaged in Integrated’s CPA Alliance Programme, which enhances the delivery of integrated tax and financial planning services to complex clients.
Furthermore, the team is keen on leveraging Integrated’s financial planning division to enhance their offerings for business-owner clients. Integrated Partners’ chief growth officer Rob Sandrew commended Jeff and his team, highlighting their entrepreneurial spirit, growth mindset, and dedication to positive client outcomes.
In a remarkable year for Integrated Partners, the firm has secured approximately $2 billion in assets through new advisory relationships in 2025, including notable additions like Retirement DNA, Prout Financial Design, Albritton Financial Services, and now Corey Wealth Partners. Additionally, a strategic partnership with Carefull, a financial safety platform designed to protect older adults and their families from fraud and identity theft, has further strengthened Integrated Partners’ offerings.
The news of “Integrated Partners extends Greater Boston presence with six-member team” was initially released by Private Banker International, a reputable brand under GlobalData. This collaboration signifies a significant milestone for both Integrated Partners and Corey Wealth Partners, showcasing a shared commitment to delivering exceptional financial planning services and fostering long-term success for their clients.
