Lansdale, PA Office

Team
Updated today

Integrity Investment Advisors, LLC

Team

Firm-wide stats for Integrity Investment Advisors, LLC

Total advisors

5

Across 2 offices

Clients per advisor

34 Low

Avg AUM per client

$371,407 Very Low

HNW client ratio

6% Very Low

About

Integrity Investment Advisors, LLC advises individuals, families, trusts, non‑profits, pension plans, and businesses, serving both high‑net‑worth and non‑HNW clients. The firm provides in‑house financial planning and portfolio management on both discretionary and non‑discretionary bases and manages about $67 million across roughly 170 client relationships with a four‑advisor team.

As a fiduciary, the firm develops asset‑allocation guidelines from information gathered during its planning process and seeks diversified, low‑cost, tax‑aware, long‑term exposure using a mix of fundamental and technical analysis. Accounts are monitored on an ongoing basis with formal annual reviews and the firm sometimes involves multiple generations in planning; it may also recommend third‑party managers or convert mutual fund share classes to lower‑cost classes when appropriate.

Compared with many peers, the firm’s principals have operating ties to related accounting/tax and third‑party retirement administration activities, and certain advisors are registered representatives of a broker‑dealer and hold insurance licenses. These relationships give the firm access to commissionable securities, annuity platforms, and plan‑administration services and are disclosed in the brochure as potential sources of additional compensation and conflicts of interest.

Based on Integrity Investment Advisors, LLC

Expertise

Multi-generational wealth transfer

Based on Integrity Investment Advisors, LLC

Location

500 E Main Street

Lansdale PA 19446

Advisors at this office

4

Advisors at this office

user avatar

Ira F

Lansdale, PA

Integrity Investment Advisors, LLC

Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

Multi-generational wealth transfer
user avatar

Mark Z

Series 66

Lansdale, PA

Integrity Investment Advisors, LLC

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of financial advising, he serves as president of a cellular telephone business and participates in several other ventures, including retail clothing sales and tax and accounting services. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm offers financial planning and portfolio management using a fiduciary approach focused on diversified, low-cost, tax-aware investments and incorporates accounting, tax, and retirement administration services into its client solutions.

Multi-generational wealth transfer
user avatar

Daniel C

Series 65

Lansdale, PA

Integrity Investment Advisors, LLC

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Multi-generational wealth transfer
user avatar

John H

CFP®, Series 63, Series 65

Lansdale, PA

Integrity Investment Advisors, LLC

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

Multi-generational wealth transfer
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