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Integrated Partners Adds Creidim Wealth Partners, Nears $1B in Recruited Advisory Assets in 2021

·3-min read
  • Todd Bessey and team join the Integrated universe of financial advisors and CPAs on the RIA side of the business; will custody with Fidelity

BOSTON, Jun 15, 2021--(BUSINESS WIRE)--Integrated Partners, a national financial planning and registered investment advisory firm, announced today that Creidim Wealth Partners has joined the national advisory platform, adding its $150M firm to the Integrated universe of financial advisors and CPAs as the organization continues to record its best recruiting year ever.

Creidim is a word of Irish origin, meaning: "I believe" and captures the ethos of Todd Bessey as it pertains to serving the firm’s clients with passion and conviction. With strong roots in financial planning, Creidim focuses on serving independent women, retirees, and their families and works in close coordination with CPAs. The firm’s core focus aligned perfectly with Integrated’s expertise in helping advisors grow their businesses.

"When advisors align perfectly with Integrated’s core values, it is a beautiful thing," said Rob Sandrew, Chief Growth Officer, Integrated Partners. "Therefore, when we meet an advisor like Todd, who literally ingrains his belief and commitment to clients into the name of his business, it is hard not to get giddy to the point of distraction. Because that is exactly how we serve our advisors. We believe, too."

Integrated’s CPA Program, its flagship growth offering for advisors, was the key differentiator among firms vying to serve the growth needs of Creidim. Integrated’s advisors have found that the importance of partnering effectively with CPAs has never been more important, and they do so via a time-tested program with a proven track record. Bessey and team left the wealth management division of a Chicago regional bank and will join Integrated as a hybrid-RIA custodied with Fidelity.

"Advisory firms of our size looking to stay independent but who are at the same time open to a partnership with a larger organization have lots of options but few that align perfectly with our ‘have your cake and eat it too’ world-view," said Todd Bessey, Founder, Creidim Wealth Partners. "We want a partner to help us grow, as we build our business and serve our clients our way. It’s tough to find a like-minded firm that not only gets that but implements the approach with hundreds of advisors and CPAs. We found that firm and we look forward to sharing our journey with them."

Those interested in joining an organization built by advisors for advisors, that puts their growth and prosperity at the forefront of everything, can discreetly e-mail robert.sandrew@integrated-partners.com. Click here to listen to a Perfectly Integrated podcast featuring Todd Bessey and Robert Sandrew.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners, and Creidim Wealth Partners are separate entities from LPL Financial.

We believe in advisors. Let us prove it to you.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210615005271/en/

Contacts

StreetCred PR

Allie Zendrian
Allie@streetcredpr.com
516-581-7202

Jason Lahita
jason@streetcredpr.com
973-460-7837

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