Integrated Partners, a national financial planning and registered investment advisory firm based in Waltham, Mass., said July 24 that it has added the Mohr Financial Group, of San Diego, to its roster of 141 advisory partners.
Mohr, with five financial advisors supported by a team of five staff, brought $430 million in advisory and brokerage assets over from Lincoln Financial. Led by Jim Mohr and his son Michael, Mohr Financial is one of 10 new advisory outfits from California to join Integrated since mid-2018.
Integrated, formerly known as Integrated Financial Partners, recently completed a rebrand. It said it completed the transition for Mohr Financial in a scant 30 days, and touted its “custodian-agnostic environment, best-in-class customizable tech stack” and access to its “CPA referral program, advanced financial planning team and the Integrated Business Alliance” as factors contributing to Mohr’s decision.
