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.