Ethical, innovative, comprehensive, financial life management for service oriented individuals, and organizations.
Erik Lehtinen - Founder, and Principal Advisor
The majority of my clients come via direct introduction, and I consider this the most sincere payment I could ever hope to receive from a current client. I accept new people to work with regularly with the understanding that they value the advisor relationship, and are a good match to my financial life management philosophy. I am in the process of obtaining my Certified Financial Planner (CFP) designation, which recognizes the gold standard of professional development, knowledge mastery and ethical behavior.More
Comprehensive Financial Management
Integrative is a small, independent firm with access to powerful, dynamic, global resources. While there are many larger insurance and financial management firms, their clients are often frustrated by impersonal relationships, disconnected planning, and an allegiance to proprietary products for compensation. Traditionally, even the best "Financial Advisors" focus only on managing "performance" of investments and give little to no thought to how those investments relate to the holistic needs of the client.More
Integrative is based in the town of Delmar NY adjacent to the Capital City of Albany. The Capital District includes the seat of our State government, numerous hospitals, schools and non-profit organizations. The firm has a policy of regularly giving back to the community; by providing pro bono individual financial planning to under served populations, organizing health insurance outreach programs and donating operational funds to local, environmental and human service oriented non-profit organizations.