Founded in 1988, Integrated Equity Management (IEM) is an independent, fee-only financial advisory firm that acts as a fiduciary for its clients. The company provides comprehensive financial planning and investment management services, focusing on creating customized strategies for individuals, families, and trusts. Their mission is to offer objective, transparent, and personalized financial guidance to help clients achieve their long-term financial goals, covering areas such as retirement planning, estate planning, tax strategies, and portfolio management.

Founded in

United States