A complete list of active advisors currently associated with Integrity Advisors

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

Integrity Advisors is a small, state-registered independent advisory firm that primarily serves individual clients, including high-net-worth individuals, through portfolio management and financial planning. It offers advisor-managed accounts, two in‑house model strategies focused on growth and income, and standalone financial planning and consulting on either a fixed, hourly, or AUM basis. The firm combines fundamental, technical (charting and cyclical) and asset-allocation analysis and uses both long‑ and short‑term strategies; option strategies (including covered calls) are described as available when appropriate. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least monthly, and advisory fees are billed as a percentage of assets and typically deducted from client accounts via the custodian. Notable differences from many peers include the firm’s structure as a CPA professional practice that also offers tax preparation/consulting and is licensed to offer life insurance and fixed annuities, reflecting an integrated tax, insurance and investment service mix. The brochure also discloses that the firm works with self‑directed employer plan accounts and acts as a fiduciary for ERISA/IRA clients, and that it has discontinued commission‑based trading despite historical broker‑dealer affiliations.

To learn more about the advisors currently working at Integrity 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.