ABOUT US

OUR MISSION

Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we bring structure and effectively serve the needs of our most complex clients.

 
OUR TEAM

 Integrated Financial Partners is an independent, financial planning and wealth management firm and functions as my operational support team. This relationship enables me to innovate as the industry changes and provide a boutique client experience while effectively serving your needs. In an increasingly complicated era, pursuing your financial goals depends on objective advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.

Matthew S. Donovan

President and Founder

(781) 556-8082

Matt@MDonovanFinancial.com

Kimberly Gambon

Client Services Manager

 781-556-8080

 Kim@MDonovanFinancial.com

THE INTEGRATED FINANCIAL PARTNERS TEAM
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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Gregory Freeman

Advanced Planning Specialist

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Rob Brown, PhD, CFA

Chief Investment Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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John C. Pastore, Jr., CRPC®

Senior Vice President

 

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor.  Integrated Wealth Concepts, Integrated Financial Partners and MDonovan Financial are separate entities from LPL Financial. 

LPL Financial and Integrated Wealth Concepts do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

I am licensed to transact business in the following states: California, Colorado, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, Vermont, Virginia, 

Contact

MDonovan Financial

Office: (781) 556-8080

Fax: 781-421-6574

300 Ledgewood Place Suite 100 
Rockland, MA 02370 


Series 7 & 63 with LPL Financial. Series 65 with Integrated Wealth Concepts.

Matt@MDonovanFinancial.com

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