Integrated Partners Expands High-Net-Worth Reach with Fair Street Advisors Alliance

BOSTON, MA – January 07, 2026 – In a move that underscores a powerful consolidation trend within the wealth management industry, national financial planning firm Integrated Partners has announced that Fair Street Advisors, a Connecticut-based firm managing over $233 million in assets, has joined its platform. The partnership significantly bolsters Integrated’s capabilities in the competitive high-net-worth (HNW) sector and provides Fair Street with the advanced resources necessary to navigate an increasingly complex client landscape.

The Guilford, Connecticut team, led by founder and managing partner Vincent Esposito, joins Integrated alongside partner Connor Dolan and client service administrator Rebecca Stakelum. This alliance pushes Integrated’s total assets under advisement (AUA) to more than $23.8 billion, marking another milestone in the firm’s strategic expansion.

A Strategic Play in a Consolidating Market

The partnership arrives amidst a period of record-breaking merger and acquisition activity in the registered investment advisor (RIA) space. Industry analysts note that private equity investment, demographic shifts with aging advisors seeking succession plans, and the relentless pressure to scale are fueling this wave of consolidation. The market is increasingly defined by a “barbell effect,” where large platform firms and smaller, nimble “tuck-in” targets attract the most interest.

With $233 million in assets, Fair Street Advisors fits perfectly into the profile of a strategic tuck-in—a high-quality, established firm that can leverage a larger partner’s infrastructure to accelerate growth. For Integrated Partners, this move is part of a deliberate and successful inorganic growth strategy. The firm has demonstrated consistent momentum, onboarding Morrison Nordmann Wealth Management in 2025 and adding nearly $2 billion in new assets to its platform that year. This followed a banner year in 2023, which included the acquisition of the $2.25 billion firm Laurel Wealth Advisors.

Andree Mohr, president of Integrated Partners, framed the alliance in the context of long-term vision. “As we celebrate our 30th anniversary this year, we remain focused on partnering with established, entrepreneurial advisor teams seeking a platform that balances growth, planning depth and cultural alignment,” Mohr stated. “Vincent and his team embody the integrity, ambition and client commitment we value in advisors looking for a true forever partner.”

Independence Through Partnership

For many independent firms like Fair Street, the decision to join a larger entity is driven by a desire to enhance service offerings without sacrificing the autonomy and client-first culture they have carefully cultivated. Fair Street, which serves high-net-worth individuals and families, recognized that the growing complexity of its clients' needs required a more robust support system.

Vincent Esposito highlighted this crucial balance. “Joining Integrated allows us to build the business we envision without sacrificing who we are,” he said. “The firm’s culture and depth of resources give us the tools to better serve our clients today, while positioning our practice for sustainable growth.”

This sentiment reflects a core challenge for many successful RIAs: how to scale up without selling out. Integrated’s model, which it describes as “advisor-first,” is designed to address this. By providing an open-architecture environment that includes technology, investment management, marketing, and compliance, it allows firms like Fair Street to offload operational burdens and focus on what they do best—advising clients. Fair Street has built its reputation on transparency and a fiduciary commitment, operating from the historic Miles Dudley House in Guilford, which the firm restored. The partnership with Integrated is designed to amplify these strengths, not dilute them.

Elevating Elite Services for Affluent Clients

The most significant impact of this partnership will be felt by Fair Street’s clients. The integration grants them access to a suite of sophisticated tools and expertise previously beyond the reach of a smaller independent firm. A key factor in Esposito’s decision was Integrated’s renowned CPA Alliance program.

This 25-year-old initiative connects over 250 CPA firms with Integrated’s financial advisors, creating a collaborative ecosystem for holistic wealth management. For HNW clients with complex financial lives, the ability to seamlessly coordinate investment strategy with tax planning is a critical advantage. This integrated approach helps identify opportunities and mitigate risks that might be missed when financial professionals work in silos.

Beyond the CPA program, Fair Street now gains access to Integrated's advanced planning team, which specializes in complex areas such as estate planning, business succession, and philanthropic strategies. This deeper bench of expertise allows Esposito and his team to address the multifaceted challenges faced by affluent families and business owners, solidifying their role as the central financial quarterback for their clients.

By leveraging Integrated’s platform, Fair Street can enhance its service model while remaining rooted in the community values that have defined its success. The firm has a strong record of supporting local and national charities, including the Apraxia Resource Center of Connecticut, the Cystic Fibrosis Foundation, and the Make-A-Wish Foundation. This commitment to community, combined with its newly expanded capabilities, positions Fair Street to offer a uniquely comprehensive and personalized service in the Connecticut market.