A complete list of active advisors currently associated with Integrity Financial Strategies

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

Integrity Financial Strategies serves individual and high‑net‑worth clients as well as small businesses, providing discretionary portfolio management and comprehensive financial planning across topics such as retirement, cash‑flow and debt management, college savings, tax considerations, and estate planning. The firm manages roughly $24 million in client assets with a small advisory team and also makes educational seminars and workshops available to clients and prospects on related financial topics. The firm builds client‑specific investment policy statements and emphasizes strategic asset allocation supplemented by tactical shifts, using a mix of passive and active mutual funds and ETFs to implement portfolios. Custody and trading are conducted through a recommended institutional custodian, the firm manages accounts on a discretionary basis, and it conducts regular reviews though it does not provide separate written investment management reports. Noteworthy distinctions include the firm’s provision of low‑cost educational seminars and workshops—an offering relatively uncommon among peers—and the advisors’ substantial involvement in divorce financial consulting and mediation through a separate business. The brochure discloses that this divorce‑specialty work comprises a material portion of their time and notes the potential conflict of interest, which the firm addresses through fiduciary disclosure and separate engagements for each business.

To learn more about the advisors currently working at Integrity Financial Strategies, 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.