Integrated Capital Planning LLC

Gregory Fowler is a CFP® and principal owner of Integrated Capital Planning LLC with five years of experience in financial advising. He also owns Fowler and Co., Inc., where he provides tax and accounting services, which constitute the majority of his professional time. Additionally, he serves as a consultant with The Mountain Group, LLC, offering financial modeling, project management, and forensic accounting services. Integrated Capital Planning LLC offers financial planning, investment management, retirement plan consulting, and personal tax return preparation to individuals, high-net-worth clients, family trusts, and businesses. The firm uses modern portfolio theory to implement both passive and active strategies and integrates its advisory services with the affiliated accounting practice owned by Mr. Fowler, supporting coordinated tax and accounting solutions.

Stephen Andrusko is a CFP® professional operating through Integrated Capital Planning LLC in Bend, Oregon, with over five years of experience in financial advisory roles. His prior experience includes positions at Stifel and Ameriprise Financial. Integrated Capital Planning LLC provides financial planning, investment management, retirement plan consulting, and personal tax return preparation to individuals, high-net-worth clients, family trusts, and businesses. The firm applies modern portfolio theory with both passive and active strategies and integrates tax and accounting services through an affiliated public accounting practice, also offering institutional and pension plan consulting.