About Us
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.
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.
Richard Fields
Managing Principal
R. Jordan Fields
Principal
Mickey Kiger
Principal
Kimberly Catlin
Operations Manager
Russell Sugg
Trust Officer