INTEGRATED FINANCIAL GROUP

your trusted financial partner

Our Company Story

Founded in 2003, INTEGRATED FINANCIAL GROUP has grown from a small Salt Lake City consultancy to a leading financial services provider. Our journey began with a mission: to deliver comprehensive financial solutions with integrity.

Today, we serve clients throughout Utah and beyond, from individuals to large corporations. Our team combines decades of Wall Street experience with local market knowledge to deliver exceptional results.

Our Services

Our team members

Salt Lake City's premier financial experts

William Smith

Founding Partner

Former VP at Goldman Sachs with 25+ years experience. Leads our investment strategies and wealth management division.

Mary Houston

Managing Director

Utah native with deep regional market knowledge. Specializes in business financing and commercial real estate.

Paul Walker

Senior Financial Analyst

CPA and tax specialist focused on optimizing financial outcomes for our Salt Lake City clientele.

why choose us

Our solutions for your financial growth

As Salt Lake City's premier financial group, we combine Wall Street expertise with local understanding:

1. Comprehensive Services: From wealth management to business financing
2. Local Focus: Deep roots in Utah's business community
3. Personalized Approach: Custom solutions for each client

Contact Our Salt Lake City Office

Years Serving Utah

500+

Local Clients

$1.2B

Assets Managed

Industry Awards

What they say about us

testimonials from our Utah clients

George Walker

CEO, Salt Lake Tech

"INTEGRATED FINANCIAL GROUP transformed our capital structure. Their local expertise combined with Wall Street knowledge is unmatched in Utah."

Sarah Johnson

Park City Investor

"As a long-term client, I appreciate their personalized approach and deep understanding of Utah's unique financial landscape."

David Wood

Ogden Business Owner

"They helped secure financing for my expansion when banks said no. Truly understand Utah business needs."

Emily Davis

Salt Lake City Resident

"Finally found financial advisors who speak plainly and put my interests first. A rare find in our market."

About Us