Waltham, Massachusetts-based RIA Integrated Partners announced Tuesday that Boston-based advisory firm Corey Wealth Partners joined its advisor network.
Led by Founder and Managing Partner Jeff Corey, Corey Wealth Partners oversees almost $370 million in client assets and focuses on high net worth and ultra-high net worth clients, Integrated said.
The Corey advisor team serves families by “helping grow and protect generational wealth, as well as sophisticated business owners and executives,” according to Integrated.
“Joining Integrated Partners marks a pivotal moment for our team,” said Corey. “We’ve built our reputation on deep relationships and sophisticated planning. 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 scaling the business efficiently.”
Other members of the Corey Wealth Partners team include: Lincoln Hurney, Partner; Masiel Yarbrough, Director of Operations; Danielle Hansen, Director of Client Experience; Adam Marcellus, Relationship Manager; and Yolanda Fox, Client Service Associate.
Corey and his team were already working closely with a CPA partner and was drawn to Integrated’s CPA Alliance Program, a CPA referral and collaboration model that it says provides integrated tax and financial planning services to complex clients.
The Corey team will also leverage Integrated’s financial planning division when serving business-owner clients, Integrated said.
“Jeff and his team exemplify the type of advisors who thrive at Integrated—entrepreneurial, growth-minded and deeply committed to positive client outcomes,” said Rob Sandrew, Integrated Chief Growth Officer. “Their strong foundation in business-owner planning, paired with our CPA partnerships and planning infrastructure, creates a natural alignment for long-term success.”
Integrated had $21.3 billion in assets under advisement, including $15.6 billion in advisory assets, as of Jan. 31, it said. The firm now has more than 220 advisors, over 200 CPAs and 116 offices.
So far in 2025, Integrated says it added about $2 billion in assets through new advisory relationships including RetirementDNA, Prout Financial Design, Albritton Financial Services and now Corey Wealth Partners.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
