A complete list of active advisors currently associated with Integrity Wealth Advisors

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

Integrity Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and ongoing monitoring. The firm reports roughly $64 million in discretionary assets under management across three advisors and about 130 client relationships. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with a primary emphasis on ETFs and diversified asset allocations tailored to documented risk tolerance. Integrity Wealth Advisors routinely seeks discretionary authority to implement model allocations and may allocate client assets to a SEI sub‑advised program for model implementation. What distinguishes the firm from many peers is its industry affiliations and operational arrangements disclosed in the ADV: several supervised persons are registered representatives of a broker‑dealer (Securities America) and are licensed insurance agents, allowing offer of commissionable securities and insurance products and creating disclosed conflicts of interest. The adviser also requires clients to use SEI Private Trust, participates in the SEI platform (including receipt of platform and research benefits), and does not aggregate block trades across multiple client accounts—features that are less common among supported firms.

To learn more about the advisors currently working at Integrity Wealth Advisors, 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.