Simi Valley, CA Office

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.