# Integrated Financial Consulting, LLC
Source: https://planprovider.pro/provider/integrated-financial-consulting-llc

> Unlimited access through an open retainer program is a defining feature of Integrated Financial Consulting, LLC’s client relationships. The firm is a fee-onl…

Retirement Plan Advisor

Airmont, NY

## 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/](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

## Other Retirement Plan Advisors in NY

- [Key Wealth Advisors LLC](https://planprovider.pro/provider/key-wealth-advisors-llc) - New York, NY

- [Pfg Investments, LLC](https://planprovider.pro/provider/pfg-investments-llc) - Woodbury, NY

- [Eagle Capital Management, LLC](https://planprovider.pro/provider/eagle-capital-management-llc) - New York, NY

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Sage, Rutty & Co., Inc.](https://planprovider.pro/provider/sage-rutty-and-co-inc) - Rochester, NY

- [Merrill Lynch](https://planprovider.pro/provider/merrill-lynch) - New York, NY

- [Fidelity Personal And Workplace Advisors](https://planprovider.pro/provider/fidelity-personal-and-workplace-advisors) - Boston, MA

- [The Capital Group Investment Advisory Services, LLC](https://planprovider.pro/provider/the-capital-group-investment-advisory-services-llc) - Los Angeles, CA

- [Ameriprise Financial Services, LLC](https://planprovider.pro/provider/ameriprise-financial-services-llc) - Minneapolis, MN

- [Graystone Consulting Of Morgan Stanley Smith Barney LLC](https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc) - New York, NY

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/integrated-financial-consulting-llc)

&copy; 2026 PlanProvider.Pro