About Us

Integrated Financial Resources, was founded in 1989 by Larry Portnoff. We provide a number of services that help you maximize your wealth.

Professional Profile of Larry Portnoff, Founder and Chief Investment Officer

Larry is the investment advisor responsible for all of the investment decisions at Integrated Financial Resources, Inc. He was a public accountant with both Coopers & Lybrand and KPMG Peat Marwick. He specializes in personal financial, investment and retirement-related planning.

Mr. Portnoff is registered as an investment advisor and licensed as a Certified Public Accountant in Pennsylvania and is a member in good standing in the following organizations:

• American Institute of Certified Public Accountant (AICPA)
• Florida Institute of Certified Public Accountants (FICPA)
• Pennsylvania Institute of Certified Public Accountants (PICPA)
• Association for Investment Management and Research (AIMR)
• Financial Analysts of Philadelphia (FAP)
• Philadelphia Estate Planning Council (PEPC)

Mr. Portnoff holds a Bachelor of Arts degree in Religion from Reed College in Portland, Oregon and a Masters of Sciences degree in Accounting from Northeastern University in Boston, Massachusetts.

Our Approach

Click here to learn more about our approach to investing.

Click here learn more about our philosophy.

Click here to learn more about the personal financial planning process.