Integrated Partners Adds $370M Corey Wealth Partners, Expanding Greater Boston Footprint
Integrated Partners, a national financial planning and registered investment advisory firm with over $21 billion in assets under advisement, has added Corey Wealth Partners to its growing network. The Boston-based team, formerly affiliated with Claro Advisors, manages nearly $370 million in client assets and specializes in advising high-net-worth and ultra-high-net-worth individuals, including families, entrepreneurs, and executives.
Founded by Jeff Corey, the Corey Wealth Partners team includes Lincoln Hurney (Partner), Masiel Yarbrough (Director of Operations), Danielle Hansen (Director of Client Experience), Adam Marcellus (Relationship Manager), and Yolanda Fox (Client Service Associate).
Through the partnership, Corey Wealth Partners plans to leverage Integrated’s robust CPA Alliance Program, institutional investment platform, and comprehensive in-house planning resources. The CPA Alliance enables financial advisors to collaborate directly with CPAs, offering clients an integrated approach to tax and financial planning.
“With Integrated’s CPA network, planning team, and streamlined investment platform, we’re now positioned to deliver an even higher level of service to our clients while scaling the business efficiently,” said Jeff Corey.
The addition of Corey Wealth Partners marks the latest step in Integrated’s strategic growth. The firm has already expanded significantly in 2025, bringing on RetirementDNA in January, Prout Financial Design in March, and Albritton Financial Services in April—collectively adding approximately $2 billion in new assets under advisement this year.
