INTEG Financial Investment Advisory LLC

INTEG Financial Investment Advisory LLC serves individual investors and provides both discretionary and non‑discretionary portfolio management alongside comprehensive financial planning and consulting services, including retirement, estate, tax, insurance, education, philanthropy, debt management, and business succession planning. The firm operates as a solo independent registered adviser and uses asset‑based advisory arrangements, a common approach for firms in this category.

The firm applies a mix of analytical methods — including fundamental and technical analysis, cyclical and economic reviews, and model inputs — and implements strategic asset allocation with both long‑ and short‑term trading tactics as appropriate to client objectives. Accounts are monitored on an ongoing basis with at least annual formal reviews and additional reviews triggered by material market events or changes in a client’s financial situation; services can be provided under discretionary authority or with client approval.

Distinctive features include a recent 2025 founding and a small, focused client base (roughly $9.9 million in discretionary assets across fewer than 20 clients), and an emphasis on integrating broad planning topics such as philanthropy and business succession with investment management. The firm’s principal brings engineering, corporate finance and MBA experience and maintains an insurance license, disclosing that commission‑based insurance sales are conducted separately (approximately six hours per week); these outside activities and personal trading are governed by the firm’s Code of Ethics and disclosure practices to address potential conflicts.