A complete list of active advisors currently associated with Integra Wealth Advisors

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

Integra Wealth Advisors works primarily with individual clients, offering comprehensive financial planning and tax-related services delivered by the firm’s principal, who is an IRS-designated Enrolled Agent. The firm also holds public seminars and workshops intended to educate prospective clients and the public at no charge. Rather than managing assets directly, the firm acts as a solicitor and liaison to third‑party money managers: it assists clients with paperwork, conveys client updates to the managers, and reviews quarterly statements but does not accept discretionary trading authority. Financial planning and consulting are provided on a fixed‑fee or hourly basis, and clients pay investment advisory fees directly to the third‑party managers in accordance with those managers’ schedules. Noteworthy aspects of the firm include the principal’s substantial tax practice (which occupies a significant portion of her time) and the firm’s reliance on solicitor fees and educational seminars as core activities, rather than charging percentage‑of‑assets fees or running an in‑house portfolio management program. The firm discloses potential conflicts arising from its tax services and solicitor arrangements and states that these are mitigated through fiduciary duties and client disclosures.

To learn more about the advisors currently working at Integra Wealth Advisors, 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.