Kittery, ME Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Integrity Financial Advisors, LLC
Team
Firm-wide stats for Integrity Financial Advisors, LLC
About
Integrity Financial Advisors serves individuals, high‑net‑worth clients, trusts, and charitable organizations with financial planning and risk‑protection advice. Its advisers frequently engage its affiliated investment manager, Auour Investments, for portfolio management under tri‑party arrangements, and some advisers are licensed insurance agents who may also receive commission compensation.
Investment positioning generally draws on the affiliated manager’s ETF‑based, model‑driven asset allocation strategies — including global portfolios and tactical adjustments informed by a proprietary regime model — which Integrity uses to align client risk tolerance and planning goals. Clients may be placed into discretionary Auour‑managed accounts, sub‑advisor/co‑advisor arrangements, or model‑delivery services, with advisory relationships and any fee sharing documented in written agreements.
Integrity’s structure — operating from multiple offices and maintaining an uncommon affiliated adviser relationship — is less typical for firms of its size and results in more integrated planning and investment workflows. The affiliated Form ADV discloses recent material changes, including a managing principal’s trustee role that led to deemed custody and an independent surprise examination, and it notes the preparation of strategy composites and quarterly performance reporting that are shared with clients and third parties.
Based on Integrity Financial Advisors, LLC
Location
Kittery ME
Advisors at this office
2
Advisors at this office
Leanne M
CFP®, Series 66
Kittery, ME
Integrity Financial Advisors, LLC
Leanne Martin is a CFP® with 19 years of industry experience, currently serving at Integrity Financial Advisors, LLC. She previously worked for Arete Wealth Advisors LLC and Arete Wealth Management LLC for 11 years. In addition to her advisory role, she is an independent insurance agent providing advice on health and life insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts with regular performance reporting.
Atencio M
Series 65
Kittery, ME
Integrity Financial Advisors, LLC
Atencio Martin is a financial advisor at Integrity Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Integrity, he held positions at Zoominfo Technologies Inc. and several other organizations across different sectors. He has also worked for Southern Maine Community College for over a decade. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm frequently uses its affiliated investment manager, Auour Investments, to provide ETF-based, model-driven asset allocation strategies tailored to client risk tolerance and planning goals.
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