Two of Iowa's premier wealth management and CPA led advisory firms have entered into a strategic partnership to create a more comprehensive financial ecosystem for business owners, families, and individuals.
DES MOINES, Iowa and CEDAR RAPIDS, Iowa
Financial Integrators and LattaHarris today announced a strategic partnership designed to help business owners, families, and individuals navigate increasingly complex financial decisions through coordinated wealth management, tax, accounting, and advisory services.
Through the partnership, the firms will collaborate to create a more seamless client experience while expanding access to specialized expertise, resources, and solutions. Both firms will continue to operate as independent organizations while working together to enhance client service and explore long-term opportunities for collaboration.
Financial Integrators delivers comprehensive wealth management services, including financial planning, asset management, insurance solutions, estate planning, retirement planning, and business consulting. LattaHarris provides tax, accounting, assurance, payroll, and business advisory services. Together, the firms are building a more coordinated approach that helps clients address financial decisions holistically rather than through separate, disconnected relationships. The partnership reflects a shared belief that clients benefit most when experienced professionals collaborate across disciplines to simplify complexity and provide integrated guidance.
“We want to deliver our clients more integrated solutions across tax, accounting, wealth management, and business advisory services,” said Chip Chaon, CEO & Managing Principal of LattaHarris. “To do that, we needed a wealth management partner whose capabilities matched its character. Financial Integrators brings outstanding expertise, deep Iowa roots, and a culture that closely aligns with our own. This partnership allows us to create a more coordinated client experience and better serve the business owners, families, and individuals who trust us with their most important financial decisions.”
“We believe clients deserve more than a collection of advisors working independently,” said Jim Wessels, CEO of Financial Integrators. “Our vision is to bring together the right expertise around each client, creating a more integrated financial ecosystem that combines wealth management, financial planning, tax, accounting, and advisory services. By coordinating these disciplines, we can help clients simplify complexity, gain greater confidence in their decisions, and ultimately more time and opportunity to focus on what matters most.”
The partnership reflects the firms’ shared commitment to delivering exceptional client service through collaboration, innovation, and deep professional expertise. By bringing together complementary capabilities across wealth management, tax and advisory services, Financial
Integrators and LattaHarris aim to create a differentiated client experience that provides greater clarity, efficiency, and coordination.
Beyond enhancing client service, the partnership is also intended to create new opportunities for professionals across both organizations. By expanding access to specialized expertise, technology, resources, and collaborative career pathways, the firms seek to foster an environment where talented professionals can grow, specialize, and do their best work. The organizations believe that investing in both clients and people creates a stronger foundation for long-term success.
This announcement advances the shared vision of both organizations to build a more integrated model of financial care, one that simplifies complexity, coordinates expertise, and helps clients focus on what matters most. While Financial Integrators and LattaHarris remain independent organizations, the partnership establishes a foundation for deeper collaboration, integrated client service models, and future growth opportunities.
About Financial Integrators
Financial Integrators is an Iowa-based wealth management and financial planning firm serving business owners, families, and individuals through integrated financial planning, investment management, retirement planning, estate planning, insurance solutions, and business consulting services. The firm believes clients are best served when financial decisions are viewed holistically rather than in isolation, bringing together expertise, collaboration, and personalized guidance to help clients navigate complexity and pursue their long-term goals with confidence.
About LattaHarris LLP
LattaHarris LLP is an Iowa-based CPA and advisory firm providing tax, accounting, assurance, payroll, and business advisory services to business owners, families, and individuals. The firm is committed to building lasting relationships and delivering proactive, personalized advice that helps clients make informed decisions and achieve their financial and business goals. Through deep expertise and a client-first approach, LattaHarris helps clients navigate complexity and capitalize on opportunities at every stage of growth.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Tax services provided by LattHarris, LLP, CPAs & Consultants. Cambridge does not offer tax advice. Cambridge is not affiliated with Financial Integrators or LattaHarris.
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