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Simplicity for life’s complexities

Aging parents. Growing kids. Older home. New job.

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Life is full of expected (and unexpected) hurdles.

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Your family, your wealth, and your financial goals deserve simple - but elegant - solutions.

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At Integrated Financial Partners, we work to ensure you have a team of financial experts in your corner to help.

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Our team helps provide financial planning, investment management, and retirement income planning.

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We’re here to help simplify your wealth so you can focus on the things that are most important to you.

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Proud Five Star Award Recipient
2012 - 2025

 

Kevin M. McGrady, CLU, CRPC®, ChFC®

 

1000 Chapel View Boulevard, Suite 210, Cranston, RI 02920

Office: 401-490-0290 x 304 | Fax: 401-490-0283 | Kevin.McGrady@IFPadvisor.com

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning. 

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

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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This award was issued on 12/01/2024 by Five Star Professional (FSP) for the time period 02/13/2024 through 08/30/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 791 Rhode Island-area wealth managers were considered for the award; 110 (14 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 703, 120, 17%, 12/1/23, 2/13/23 - 8/31/23; 2023: 637, 136, 21%, 12/1/22, 3/28/22 - 10/1/22; 2022: 648, 130, 20%, 12/1/21, 3/29/21 - 10/1/21; 2021: 624, 151, 24%, 11/1/21, 2/8/21 - 9/10/21; 2020: 614, 132, 21%, 11/1/20, 3/2/20 - 9/25/20; 2019: 568, 131, 23%, 11/1/19, 2/25/19 - 10/7/19; 2018: 545, 131, 24%, 11/1/18, 3/16/18 - 10/4/18; 2017: 476, 189, 40%, 11/1/16, 0316/16 - 11/1/16; 2016: 495, 173, 35%, 10/1/16, 5/6/16 - 10/4/16; 2015: 637, 194, 30%, 12/1/15, 5/6/15 - 9/30/15; 2014: 677, 204, 30%, 11/1/14, 5/6/13 - 9/30/13; 2013: 553, 185, 33%, 10/1/13, 5/6/12 - 9/30/12; 2012: 287, 111, 39%, 11/1/12, 5/6/11 - 9/30/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

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