Financial planning is my business, and for me, business is personal.

Financial planning is my business, and for me, business is personal.

MARTHA PAYNE

FINANCIAL PLANNER

(617)341-8162

Having graduated from Boston University with a degree in Communications, after college I pursued my intended career path in marketing. After a few years though, I realized it wasn’t enough. I had a job; I needed a vocation.

I started my practice in 2003 at Baystate Financial. I learned that financial planning is more than just numbers, it’s life. I like helping my clients navigate life’s biggest decisions.

In 2016, I moved to Integrated. It was the focus on true independence, financial planning, and providing a team of specialists behind me, to support you, that brought me here.

 

CAMERON CURCIO

DIRECTOR OF OPERATIONS

(781) 547-6793

Cam graduated from The University of New Hampshire, Peter T. Paul College of Business and Economics with a concentration in Finance. Like me, he took an interest in financial planning at an early age, he would sit in on his parents’ meeting with their financial advisor. He told me: “I noticed how much he wanted to help. I was interested in pursuing something in financial planning from that point on.”

After working on the compliance side in the employer sponsored retirement space, Cam realized his interest was more in helping individuals. He wanted to expand his work beyond just retirement plans and learn about all aspects of the financial planning process.

From our first meeting, I got a good feeling about Cam. I appreciate his hardworking demeanor and sense of humor. He has a process-driven approach, is always looking to innovate and bring new ideas to the table, which helps bring additional efficiencies to our practice.

He’s got an easygoing attitude that helps create a positive and relaxed atmosphere in the workplace. Cam has quickly become a valuable member of the team.

There’s no I in team, but there is one in Integrated.

There’s no I in team, but there is one in Integrated.

 

Integrated Partners was started in 1996 by people who wanted to do something different, to focus on retirement income distribution planning. Since then, we have expanded to a 150 advisor, national firm, with 149 CPA partners, a family office, business alliance and over $12 billion under management.

Our Broker Dealer is LPL Financial, the nation’s largest independent broker dealer (*) and we have our own federally registered Investment Advisory, Integrated Wealth Concepts.

 (*) As reported by Financial Planning magazine, June 1996-2021, based on total revenue.

 

 

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. © Integrated Financial Partners

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LINKS:

Form ADV | Client Relationship Summary | LPL Financial Form CRS

Martha Payne

Integrated Financial Partners

Mailing Address:

200 5th Ave Suite 4010, Waltham, MA 02451

Meeting Location:

770 Legacy Place, 2nd Floor, Dedham, MA 02026

© 2022 Martha Payne All rights reserved