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Family Focused Office

True Solution Providers

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Our mission is to foster family wealth for future generations. From prioritizing goals using a cross disciplinary approach to deliberate conversations surrounding your ambitions, we deliver value by providing a dedicated staff to manage all areas of your wealth. This dynamic relationship means we can implement efficient, impactful strategies quickly based on family decisions, political tensions or tax changes.

 

  • Legacy Planning

  • Business Planning

  • Trust Company Services*

  • Lifestyle Management

  • Philanthropy

  • Family Governance

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*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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Stephen M. Joyner, CRPC®

Financial Planner

115 Glastonbury Blvd., 2nd Floor Glastonbury, CT 06033

860-734-0409

Stephen.Joyner@IFPadvisor.com

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. 

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.

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*Integrated Financial Partners and LPL Financial do not provide tax services.

 

For more information visit www.FINRA.org or www.SIPC.org

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, FL, GA, ME, MA, MN, NH, NJ, NY, NC, and SC.

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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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