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.
“Teamwork Makes The Dreamwork.”
And Here’s Who’s On Mine.
Alla is the go-to person for my clients and for me.
She is the most extroverted introvert you’ll ever meet. She loves talking to clients and understands who they are and what they need.
From 2002 to 2016, Alla was the operations manager for Peak Financial Management. She then took a brief hiatus from financial services, working as the events coordinator at the Russian School of Mathematics and has spent several years running a theatre company.
What does she do?
- Assists me and collaborates with Integrated’s case design team to help build clients’ financial plans
- Ensures all service needs are met
- Takes pride in our clients’ financial success
We joined forces in 2018 and haven’t looked back since.
Alla Trachtenberg
DIRECTOR OF OPERATIONS
781-547-6793
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:
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
Phone: (617) 341-8162
Email: [email protected]
© 2022 Martha Payne All rights reserved