Your Financial Picture,
Integrated.
[ WHO WE ARE ]
Every Household Deserves Financial Confidence
At Integrated Wealth Advisors, we seek to integrate and address all facets of your financial life. Our Partners go beyond traditional advice — we help you create a personalized roadmap to turn your financial visions into reality, built on relationships of integrity and excellence.
75+
YEARS of COMBINED EXPERIENCE4
PARTNER ADVISORS2
VIRGINIA LOCATIONS[ WHAT WE DO ]
Everything You Need in One Coordinated Plan
Four disciplines, woven together — because your portfolio, tax bill, estate, and risks don’t live in separate worlds.
Personalized strategies built around your goals — retirement, education, building wealth. We evaluate your full financial picture and create a roadmap covering cash flow, investing, risk management, and more, adapting as your life changes.
Comprehensive Financial Planning
Proactive strategies to help preserve your wealth, minimize tax liabilities, and pass your assets on according to your wishes — protecting your financial legacy with guidance tailored to your goals.
Tax & Real Estate Planning Strategies
Customized investment strategies matched to your goals, risk tolerance, and time horizon. Through active management, diversification, and ongoing monitoring, we aim to maximize return potential while seeking to minimize risk.
Portfolio & Wealth Management
What if…? We identify threats to your financial security, evaluate vulnerabilities, and develop customized solutions that aim to minimize risk — so you can navigate uncertainty with confidence.
Risk Analysis & Mitigation
[ WHO WE SERVE ]
Clients Who Value a True Partnership
While the Washington, D.C. metro region is home base, our relationships are lifelong — and our reach extends across the nation as our clients grow and their lifestyles evolve.
Pre-Retirees & Retirees
We specialize in serving individuals thinking about, nearing, or in retirement — helping them make a smooth, successful transition into this exciting new chapter.
Entrepreneurs & Business Owners
Tailored strategies to optimize your financial resources, streamline operations, and align your business goals with your personal aspirations.
Diligent Savers
Clients who may not view themselves as “wealthy", but whose disciplined saving and mindful spending have built a substantial nest egg.
Genuine People
It might sound cliche, but we work exclusively with kind, authentic individuals who share our values of mutual respect and collaboration
Those Seeking a Trusted Advisor
People who believe retirement success is too important to navigate alone, and who value expert guidance for informed decisions.
[ OUR INTEGRATED PROCESS ]
Your Next Step Toward Financial Clarity
A financial plan custom-tailored to your specific goals and needs — here’s what the journey looks like.
01
04
Proactive Ongoing Service
Planning is a journey, not a one-time task. We continuously review your progress and adapt your plan as your circumstances and goals evolve.
Discovery Meeting
A no-pressure conversation where we truly get to know you — your objectives, aspirations, and financial goals — and share our approach and philosophy.
02
Plan Proposal & Onboarding
We present a personalized proposal aligned with your goals, set clear expectations, then welcome you to the IWA family with your own client dashboard.
03
Strategy & Plan Delivery
Together we explore and refine strategies uniquely tailored to your vision, then deliver your custom plan and set it in motion with your team of professionals.
[ MEET IWA ]
The Team Behind the Planning
More than 75 years of combined experience, one shared commitment: your financial confidence.
Matthew DeMartino,
CLU®, ChFC®Partner - Financial PlannerWith a vision for building something meaningful, our founder brings a blend of big-picture thinking and hands-on experience. They set the tone for everything we do.
Bob Howard,
RICP®Partner - Financial AdvisorFocused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care.
Partner - Financial PlannerChad Sigmon,
Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.
CFP®
Partner - Financial AdvisorFrank “Skip” Thompson
Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.
Ready to See Your Financial Picture, Integrated?
Schedule a short discovery meeting to talk through your goals, your questions, and the planning opportunities worth exploring — no pressure, no obligation.
Or reach us directly: (703) 245-5024 — IWA@Prudential.com