Multi-Family OfficeRIA · CRD 153824

Updated:

Integrated Financial Planning Solutions

Integrated Financial Planning Solutions, LLC (IFPS) is a fee-only, flat-fee registered investment advisor with CFP® and CPA professionals. Since 2010 they have...

Integrated Financial Planning Solutions

Integrated Financial Planning Solutions, LLC (IFPS) is a fee-only, flat-fee registered investment advisor with CFP® and CPA professionals. Since 2010 they have helped clients build strategies and portfolios to meet long-term goals and simplify their financial lives. IFPS crafts comprehensive, tax-efficient financial strategies aligned with clients’ values and does not sell products or charge asset-based advisory fees.

General information

Firm type

Multi Family Office

Year founded

2010

Location

City

Goshen

Principals

Aaron C. Wieand

Owner, Fee-Only Financial Advisor

Sector focus

Financial ServicesWealth ManagementEstate PlanningTax Advisory

Frequently asked questions

Who leads Integrated Financial Planning Solutions?

Specific leadership details are not publicly available. The firm has no disclosed principals on its public records or a detectable website presence as of mid-2026.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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