A complete list of active advisors currently associated with Integra Wealth

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

Integra Wealth serves individual clients (including high‑net‑worth individuals), associated trusts and estates, employer‑sponsored retirement plans, and other business entities, providing discretionary portfolio management and both broad‑scope and limited financial planning engagements. Advisory offerings also include retirement plan consulting to plan fiduciaries and project‑based or hourly financial planning when requested. The firm adopts a long‑term, buy‑and‑hold orientation grounded in modern portfolio theory, multi‑factor modeling and academic research, implementing strategies primarily through mutual funds and ETFs. Clients receive a written Investment Policy Statement and ongoing discretionary management with monthly monitoring, periodic reviews, and the ability to impose written account restrictions. For a firm of its size, Integra’s retirement practice is notable: it provides ERISA‑focused services that range from non‑discretionary 3(21) advice to discretionary 3(38) fiduciary management and model portfolios for plan participants. It also offers held‑away asset management using a third‑party Pontera platform to incorporate outside retirement accounts (e.g., 401(k)s) into client portfolios, and combines these services with fee‑only financial planning options; the firm does not participate in wrap programs or charge performance‑based fees.

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