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Saganey, Paul
CEO & Founder
Integrated Partners
RIAs: More Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Paul Saganey has helped redefine how independent advisors integrate wealth management and tax planning at scale. As founder and CEO of Integrated Partners, Paul has spent nearly 30 years building a partnership-driven platform designed to help advisors grow their businesses while delivering more coordinated, tax-aware financial advice. Over the past 18 months, Paul led a significant phase of expansion for Integrated, helping the firm recruit eight advisory teams, onboard 27 advisors and add nearly $2 billion in assets under advisement. During that same period, Integrated surpassed 250 CPA partners through its CPA Alliance program, a national model that connects financial advisors and tax professionals to improve client service and create scalable growth opportunities.
