wiseradvisor


Joseph Weber, CPFA, AAMS®, AIF®, CFS
Integrated Financial Solutions, PLLC

Tel: 480-634-1111
7650 S. McClintock Dr
Tempe, AZ 85284
Integrated Financial Solutions, PLLC | Financial Advisor in Tempe ,AZ

We fix broken plans


About Joseph Weber

Joseph Weber is a fee-only financial planner located in Tempe, AZ with offices in Mesa, Gold Canyon; and serving the entire Phoenix area and clients across the country. Integrated Financial Solutions, PLLC (IFS) provides comprehensive financial planning and investment analysis to help clients organize, grow and protect their assets through life's transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Weber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.


About Integrated Financial Solutions, PLLC

Based in Tempe Arizona, IFS strives to provide innovative and comprehensive Wealth Management Strategies for Individuals, Families, Business Owners, and their Employees. IFS a fee-only Financial Planning firm providing unbiased, comprehensive, and objective advice to help our clients organize, grow, and protect their assets through lifes transitions. We act as a fiduciary for our clients, removing conflicts of interests and only working in the best interest of our clients. Serving clients locally in Arizona and across the nation.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2008
No.of Employees:   5-9
States Licensed in:   AZ
Number of Years with Current Firm:   12
Work Experience:   Joseph Weber, CFS AAMS CPFA AIF is a fee-only financial planner based in Tempe, AZ with over 19 years of experience in financial planning and investment management. Joe is a fiduciary and founder of Integrated Financial Solutions, PLLC (IFS).  He works with a wide range of clients, businesses and individuals/families, throughout the US to help identifying and pursuing their goals. Prior to becoming a financial planner, Joe worked at a local CPA firm in Mesa, AZ.  That experience helps him look at your plan and investments more efficiently, and to be more tax conscious of any actions.  In 2016, Joe was honored to be one of Financial Times Top 401 Retirement Advisors in the country. Certified Funds Specialist  CFS® Accredited Asset Management Specialist  AAMS® Certified Plan Fiduciary Advisor  CPFA® Accredited Investment Fiduciary  AIF® IFS offers numerous cost effective solutions for our clients and always acting in our clients interest.
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types:   Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways:   Via Email, Your Home, Our Office, Via Phone, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   300
Advisor's Number of Planning Clients:   100

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   150000
Compensation Methods:   Based on Assets, Hourly

Talk to an Advisor and GET ANSWERS   

Financial Services

Financial Planning for Businesses

Will your business continue to provide financial security for you, your key employees and your families? Through our strategic relationships, we can help provide tailored strategies and solutions for business owners and executives.

Financial Planning for Individuals

Financial planning isnt about aggressive money-making ideas, its about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.

Financial Advice & Consulting

IFS a fee-only Financial Planning firm providing unbiased, comprehensive, and objective advice to help our clients organize, grow, and protect their assets through lifes transitions. We act as a Fiduciary for our clients, removing conflicts of interests and only working in the best interest of our clients. Serving clients locally in Arizona and across the nation.

Portfolio Management

We will review your existing investments to determine the types and level of financial risks to which you are exposed. We point out areas of concern and offer you our thoughts on appropriate solutions.

Retirement Planning

Retirement planning isnt about aggressive money-making ideas, its about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.

401K Rollovers

What keeps you up at Night? You deserve to live the kind of life youve always wanted. We believe that financial happiness isnt just about making more money, its about making more of life. Our team of financial experts cares about what matters most to you.

Insurance Planning

Whether your concerns involve investments, financial planning, taxes, retirement, estate planning, or insurance; we know how to ask the right questions and facilitate solutions tailored to you. We see this foundational approach as integral to creating trusting and long-lasting relationships with our clients, as it is one of many ways we fulfill our fiduciary responsibility to you.

Investment Advice & Management

Our investment philosophy is based on award-winning academic research and, when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured approach to investing which utilizes, low-cost and tax-efficient investment solutions.

Wealth Management

Our investment philosophy is based on award-winning academic research and, when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured approach to investing which utilizes, low-cost and tax-efficient investment solutions.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Communities Served

Tempe Scottsdale; and serving the entire Phoenix area and clients across the country

Awards & Recognitions

Financial Times 401 Top Retirement Plan Advisors
(09/01/2016)

FT 401 represents a cohort of elite retirement advisers from across the broker-dealer and RIA channels having met a set minimum of requirements.


Principal Premier Club
(01/01/2014)

Principal Premier Club: 2009, 2010, 2011, 2012, 2013


NAIFA Quality Award
(06/01/2012)

Recognition of exceptional client service, professional education, and industry volunteerism


New Associate of the Year
(01/01/2010)

Top New Advisor: Principal Financial Group-Arizona Business Center


Top Rookie of the Year
( 01/01/2007)

Top Rookie of the Year: The Dollarhide Financial Group

see more

News & Events

5 Pieces of Investment Advice for Real People
When: 07/21/2020
Details:Good investment advice can be hard to come by. Here are 5 great tips from the professionals. ...more


The financial advice business was attracting young
When: 05/21/2020
Details:The financial advice business was attracting young professionals. Then the coronavirus pandemic hit ...more


Small Business Software: Which Is Best For Financi
When: 02/25/2019
Details:Small Business Software: Which Is Best For Financial Advisors? ...more


Should You Tap Retirement Funds in a Crisis?
When: 01/04/2020
Details:U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat ...more


How to develop (and stick with) your 2019...
When: 01/08/2019
Details:The markets volatility has investors on high alert. And for good reason: 2018 was the worst year for stocks since 2008 and only the second year the Dow and S&P 500 fell in the past decade. ...more


Navigating the constant flux of legislation and re
When: 09/01/2019
Details:Navigating the constant flux of legislation and regulations ...more


Financial Times Reveal the Top 401 Retirement Advi
When: 09/01/2016
Details:Financial Times Reveal the Top 401 Retirement Advisers of 2016 ...more

Social Networks

tweeter facebook linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Arizona