Integrated Partners Acquires Corey Wealth | Boston Expansion
- Integrated Partners, a financial planning and registered investment advisory firm overseeing more than $21 billion, has welcomed Corey Wealth Partners to its network.
- His team includes Lincoln Hurney, partner; Masiel Yarbrough, director of operations; Danielle Hansen, director of client experience; Adam Marcellus, relationship manager; and Yolanda Fox, client service associate.
- The partnership will allow Corey Wealth Partners to utilize Integrated’s CPA Alliance Program, institutional investment platform, and in-house planning resources.
Integrated Partners solidifies its presence in Boston with the acquisition of Corey Wealth Partners. This strategic move brings $370 million in assets under management, bolstering Integrated Partners’ financial planning network. Corey Wealth Partners, specializing in serving high-net-worth individuals, will leverage IntegratedS CPA Alliance Program and robust platform. This partnership enhances the client experience through integrated tax and financial advice, a key focus for both firms. Jeff Corey and his team, formerly of Claro Advisors, are excited about this new chapter. This expansion follows other successful integrations, demonstrating Integrated Partners’ commitment to strategic growth in 2025. Check News Directory 3 for more insights on this evolving financial landscape. Discover what’s next for integrated Partners and its clients.
Integrated Partners Expands Boston Footprint with Corey Wealth Partners
Integrated Partners, a financial planning and registered investment advisory firm overseeing more than $21 billion, has welcomed Corey Wealth Partners to its network. The Boston-based team, formerly with Claro Advisors, manages approximately $370 million in assets, focusing on high-net-worth and ultra-high-net-worth clients, including families, entrepreneurs, and executives.
Jeff Corey founded Corey Wealth Partners. His team includes Lincoln Hurney, partner; Masiel Yarbrough, director of operations; Danielle Hansen, director of client experience; Adam Marcellus, relationship manager; and Yolanda Fox, client service associate.
The partnership will allow Corey Wealth Partners to utilize Integrated’s CPA Alliance Program, institutional investment platform, and in-house planning resources. The CPA Alliance facilitates collaboration between financial advisors and CPAs, providing clients with integrated tax and financial advice.
“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,” said Jeff Corey.
Corey Wealth Partners is the latest addition to Integrated’s growth in 2025. Earlier this year, RetirementDNA, Prout Financial Design and Albritton Financial services joined the firm, collectively adding about $2 billion in assets under advisement.
What’s next
Integrated Partners plans to continue its strategic expansion, seeking partnerships that enhance its financial planning and investment advisory services.