About Integrated Financial Consulting, LLC
<p>Unlimited access through an open retainer program is a defining feature of Integrated Financial Consulting, LLC’s client relationships. The firm is a fee-only financial planning and investment advisory practice founded in 1996 by J. Marc Vorchheimer, CFP®.</p> <p>Headquartered in Airmont in Rockland County, the firm works with clients across the New York City metro area and beyond. Vorchheimer is a member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners, and the practice is built around commission-free advice for individuals and small business owners.</p> <p>Integrated Financial Consulting provides 3(21) fiduciary support and works through day-to-day planning topics such as cash flow, tax planning, insurance review, estate planning, and investment management. The firm reports $0.1B in assets under management (2026).</p> <ul> <li>Fee-only financial planning and investment advice</li> <li>3(21) fiduciary services for retirement plans</li> <li>Portfolio analysis and asset allocation guidance</li> <li>Tax planning, estate planning, and insurance/risk reviews</li> <li>Open retainer option with ongoing consultations</li> </ul>
Website: https://www.integratedfinancialconsulting.com/
Founded: 1996
Office Locations
- Airmont, NY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $125.0M