A complete list of active advisors currently associated with Integris Wealth Management, LLC
Warmer can help you find a great advisor at Integris Wealth Management, LLC or one who fits your needs even better.
Integris Wealth Management serves individuals, families, trusts, pension and profit‑sharing plans, and both for‑profit and not‑for‑profit corporations. It provides investment management and comprehensive financial planning, including Investment Policy Statements, Financial Sustainability reports, Legacy & Incapacity reviews, Risk Management reports, and coordination with clients’ other advisors. The firm’s investment approach is long‑term and diversification‑oriented, applying Modern Portfolio Theory and primarily deploying passive mutual funds and exchange‑traded funds to obtain broad asset‑class exposure. Integris relies on third‑party data and research (including JP Morgan, Dimensional Fund Advisors, Vanguard, BlackRock, and YCharts), emphasizes disciplined rebalancing and tax‑aware implementation, and generally manages accounts on a discretionary basis. Integris is a fee‑only, fiduciary, team‑based adviser that manages roughly $812 million across about 344 client relationships, indicating a client base weighted toward higher asset levels. The firm’s brochure materials include hypothetical performance examples — a practice that is uncommon among similar multi‑team advisers — and the firm has recently grown through an acquisition while maintaining its structured report offerings.
To learn more about the advisors currently working at Integris 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.
You can also browse Integris Wealth Management, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)