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ABOUT US

OUR TEAM

As an independent financial planning team, we strive to instill comfort, clarity and confidence. Utilizing comprehensive investment strategies based on Academic Research, we strive to positively impact your income and quality of life to help you pursue the future you deserve.

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Integrated Financial Partners is an independent, financial planning and wealth management firm and functions as our operational support team. This relationship enables us to innovate as the industry changes and provide a boutique client experience while effectively serving your needs. In an increasingly complicated era, pursuing your financial goals depends on objective advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.

Jon Gonthier Headshot
Jon R. Gonthier, CFA
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Wealth Planning Advisor

781-547-6938

Jon.Gonthier@IFPadvisor.com

THE INTEGRATED FINANCIAL PARTNERS TEAM

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design

Steve_Kolano_2022_Headshot_Cropped.jpg

Steve Kolano, CFA

Chief Investment Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

Our Team

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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