A complete list of active advisors currently associated with Integra Private Wealth Management, LLC

Warmer can help you find a great advisor at Integra Private Wealth Management, LLC or one who fits your needs even better.

Integra Private Wealth Management is a small, independent advisory firm that provides discretionary investment management, financial planning, and employee benefit/retirement plan advisory to a concentrated client base that includes professional athletes, entertainment industry professionals, high-net-worth individuals, trusts, charities, businesses and qualified retirement plans. The firm also offers non-discretionary advice for assets held in insurance products and employer-sponsored plans. The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term, evidence-based allocation philosophy, implemented primarily through passive mutual funds, ETFs, DFA strategies, individual equities and conservative fixed income; planning and portfolio construction are supported by written investment policy statements, allocation software and Monte Carlo analysis. Integra may retain third‑party sub‑advisers for fixed‑income management and uses model portfolios and options or interval/alternative funds selectively when consistent with a client’s objectives and liquidity needs. What distinguishes Integra from many peers is its combination of wealth management with affiliated business-management services that include bill‑pay, bookkeeping and accounting support, and its advisor’s licensed activity in insurance distribution; these affiliated activities have custodial implications and subject the firm to an annual surprise custody exam. The firm also provides pension consulting and participant education for retirement plans and manages a relatively small roster of clients with a materially larger asset base per client than typical for firms of its size.

To learn more about the advisors currently working at Integra Private Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Marquay Baul	Tulsa, OK	20

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