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Pond in Park

Independent Advice, Creative Approach, Customized Planning

WORKING WITH CLIENTS

Serving individuals, families and business owners since 1973, our mission is to help clients develop and execute a financial plan which addresses their present and future financial needs. Our approach is confidential and consultative, drawing upon our 64 years of combined industry experience. Although most of our clients have very competent advisors, the lack of coordination in their existing planning and investment strategies oftentimes provides us with significant opportunities for consolidation and improvement. By taking a long-term approach, we assess our clients’ financial health on a cross-disciplinary basis, creating a coordinated financial plan and investment allocation tailored to address your specific goals and time horizon.  A passion for service sets us apart as we aim to provide a superior client experience through thoughtful analysis of each client’s unique situation. Acting as a fiduciary for our advisory clients, we put your needs first.

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Jon R. Gonthier, CFA

781-547-6938

Jon.Gonthier@IFPadvisor.com

Waltham Office

200 Fifth Avenue, Suite 4010

Waltham, MA 02451 

Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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LPL Financial and Integrated Financial Partners do not provide tax services. ,

For more information visit www.FINRA.org or www.SIPC.org.


 The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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