Houston, TX Office

Michael Smurl is a CFA charterholder and financial advisor with 18 years of industry experience. He has worked at firms including Consilium Wealth Consulting, The Ayco Company, and City National Rochdale before joining Integrity Financial Planning, LLC in 2020. Outside of his advisory role, he provides WealthTech consulting through an affiliation with F2 Strategy and works as a specialist with Apple Inc. Integrity Financial Planning, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients, with additional services for corporate and retirement-plan clients. The firm uses a five-step process to create personalized, low-cost portfolios that incorporate tax management and client preferences, supported by a combination of technical and fundamental investment analysis.

Edmund Lesage Jr. is a financial advisor at Integrity Financial Planning, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 24 years of industry experience. His prior roles include positions at Logical Investments, LLC and Next Financial Group, Inc. He is also an officer and director of the Edmund and Brenda Lesage Family Foundation, a small private nonprofit organization. Integrity Financial Planning provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, emphasizing personalized, ultra-low-cost portfolios with active tax and cost management. The firm incorporates a range of analytical methods and may use option overlay strategies, serving a small client roster with support from third-party platforms and sub-advisory services.