Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $30 billion in assets under advisement (AUA), announced that Integrated Private Wealth (“IPW”), its private wealth firm focused on serving business owners and their families, has expanded its leadership and advisory team with three new appointments and one internal promotion.

The appointments include Ron Bowker as chief of staff, Emmett Maguire III, CFA, as director of multi-asset strategy and research, and Audree Bobinger as associate family advisor, alongside the promotion of Marquis Richardson, AWMA®, to associate family advisor. Together, the four professionals strengthen IPW's operational infrastructure, investment expertise and financial planning capabilities as the firm continues to serve families navigating complex wealth management needs.

Launched to guide business owners and their families through significant liquidity events and business transitions, IPW combines specialized financial planning, investment management and coordination across tax, estate and other professional disciplines. The firm's continued investment in talent reflects its commitment to delivering sophisticated advice while maintaining the personal relationships and coordinated service that define its approach.

“Business owners and families navigating significant financial transitions need more than investment management. They need a team that understands how each decision impacts their broader financial picture,” said Homer Smith, executive director of Integrated Private Wealth. “By bringing together professionals with complementary expertise across investments, planning and operations, we're strengthening our ability to help clients navigate complexity with thoughtful, coordinated advice.”

• Bowker brings more than 25 years of experience in strategic leadership, operations, finance and organizational development. A U.S. Navy veteran, he previously served as chief of staff and adviser to the CEO at NEOM and as director of operations and chief of staff at King Abdullah University of Science and Technology. In his new role, Bowker will work closely with Smith to oversee strategic initiatives, strengthen operational processes and enhance coordination across the firm.
• Maguire brings extensive investment research and portfolio construction experience spanning public and private markets, manager due diligence and multi-asset strategy. He previously served as principal and managing director of investment platform solutions at F.L. Putnam Investment Management Co. and head of multi-asset research at SVB Private. At IPW, Maguire will lead investment research and strategy, with an emphasis on tax-aware investing, concentrated-stock considerations and portfolio solutions for families with complex financial needs.
• Bobinger, a U.S. Navy veteran and Certified Value Growth Advisor, joins IPW with nine years of financial services experience. Her background includes retirement income planning, estate planning coordination, risk management and advising business owners and multigenerational families. Previously, she held an investment advisory role at API Financial Advisors and built and led an insurance agency with Symmetry Financial Group. As associate family advisor, Bobinger will support comprehensive planning, client relationships and the implementation of coordinated wealth strategies.
• Richardson, who joined IPW in 2023, has been promoted to associate family advisor in recognition of his contributions to investment research, portfolio management and financial planning. An Accredited Wealth Management Advisor, Richardson has supported planning strategies involving tax, estate, business-sale, investment and retirement considerations. In his expanded role, he will assume greater responsibility for client relationships, planning coordination and implementation.

The appointments reinforce IPW's approach to serving business owners before, during and after major liquidity events, when financial decisions often extend beyond traditional portfolio management. By bringing together investment expertise, family wealth planning and operational support, the firm aims to help clients address the interconnected decisions involved in business transitions, retirement and multigenerational wealth.

“Our focus has never been simply on growing the size of our team. It's about building the right team around the families we serve,” Smith added. “Each of these professionals brings a distinct perspective and set of capabilities that enhances how we work together. That depth of expertise, paired with a highly personalized approach, is central to the experience we want every client to have.”