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About Us

<sup>About Us<br/></sup>Helping You Live Out Your Greatest Potential<br/>

About Us
Helping You Live Out Your Greatest Potential

Welcome to Integrated Advisory Services, a trusted financial advisory firm founded in 1984 and located in the beautiful city of Winston-Salem, NC. With decades of experience in the industry, we are dedicated to helping individuals and families make informed financial decisions to secure their future.

At Integrated Advisory Services, we believe that financial success is not just about making money; it's about coordinating and integrating every aspect of your financial life to ensure that you get the maximum benefit out of each dollar being spent or saved. We understand that every financial decision you make has an impact on your overall financial well-being, and our goal is to guide you through the complexities of finance with expertise and care.

<sup>Providing You With</sup> <br/>Clarity &#38; Confidence

Providing You With
Clarity & Confidence

Our mission is simple yet powerful: to provide a unique value proposition by empowering our clients with the knowledge of macro-planning and "verifiability." Through our comprehensive analysis and personalized approach, we deliver the predictability and peace of mind that our clients truly desire. We believe that by understanding the bigger picture and having a clear roadmap, you can confidently navigate your financial journey and achieve your goals.

Integrity, honesty, family, faith, and community are the guiding principles that drive us at Integrated Advisory Services. We hold ourselves to the highest ethical standards, ensuring that your best interests always come first. We treat our clients like family, building long-lasting relationships based on trust, transparency, and open communication.

About Us
Meet The Team

Richard Fields

Managing Principal

Kimberly Catlin

Operations Manager

Russell Sugg

Trust Officer

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Holding Your Needs At The Forefront Of Our Strategy

We pride ourselves on being a small boutique firm that operates independently, meaning we are not bound by any higher authority. This independence grants us the freedom to select the best offerings for our clients, free from conflicts of interest. Our commitment to independence ensures that our recommendations are solely based on what is most advantageous for you, allowing us to provide unbiased and personalized financial solutions.

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