Houston, TX Office

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Baylor University and Kozsuch & Company Appraisals LLC. Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high-net-worth clients, managing portfolios across equities, bonds, mutual funds, ETFs, REITs, and options. The firm employs a blend of fundamental and technical analysis with Modern Portfolio Theory and long-term strategies, offering discretionary account management and custom indexing solutions.

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. Justin serves clients preparing for and transitioning into retirement. Many of Justin’s clients are high-achieving engineers, pilots, business owners, executives, and attorneys. The clients Justin serves are often preparing to receive a lump sum pension, deferred compensation, or a buyout of their equity interests. Justin’s clients often experience sustained annual income of $200,000 - $2 million pre-retirement, enabling them to accumulate material retirement plan and after-tax assets. While accumulating $2 - $20 million in liquid assets is often quite feasible for the high-income professionals, airline pilots, executives, and business owners Justin serves, navigating the transition into retirement and beyond often warrants the involvement of a skilled professional to provide prudent guidance. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.