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 is an independent investment adviser that provides customized investment management and financial planning primarily for high-net-worth individuals, associated trusts and estates, and retirement accounts. The firm also works with less common client types for a firm of its size, including charitable organizations, corporations and employer-sponsored pension and profit-sharing plans. The firm generally manages portfolios on a discretionary basis guided by a written Investment Policy Statement and emphasizes long-term, structured strategies built around mutual funds and ETFs, modern portfolio theory and academic research. In addition to broad-scope and project-based financial planning, Integra offers retirement-plan advisory services — including ERISA fiduciary consulting and discretionary plan management — and can manage “held away” retirement assets through a third-party platform. What is distinctive relative to many peers is the combination of a small, independently owned advisory practice with a substantial retirement-plan consulting capability and a client mix that includes charities and corporate plans, a pattern found in only a minority of similar firms. The firm also documents formal processes for fiduciary plan governance, model portfolios for plan participants, and held-away account integration, which are notable service elements for an advisor of this scale.

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.