A complete list of active advisors currently associated with Integrity Wealth LLC
Warmer can help you find a great advisor at Integrity Wealth LLC or one who fits your needs even better.
Integrity Wealth serves individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm manages roughly $304.8 million for about 245 clients and operates with a six‑advisor team. The firm constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and will incorporate individual stocks, bonds or options when appropriate, providing discretionary management and ongoing monitoring. Investment decisions draw on both fundamental and technical analysis, with periodic reviews and the flexibility to execute shorter‑term trades for rebalancing, tax reasons, or client liquidity needs. A distinctive aspect of the firm is its educational practice, Retirement Intelligence, which offers retirement‑planning seminars and workshops through a local college that are expressly educational (not product sales) and for which the firm reports it receives no compensation. The brochure also discloses that the firm registered as an RIA in 2024 after founding in 2018, maintains multiple CFP‑credentialed advisors on a compact team, and has an institutional platform relationship with its custodian that provided platform support and launch reimbursements—an economic relationship the firm identifies as a potential conflict of interest.
To learn more about the advisors currently working at Integrity Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Brookings, OR
| 21
| |
Eugene, OR
| 12
| |
Eugene, OR
| 8
| |
Eugene, OR
| 13
| |
Eugene, OR
| 6
| |
Eugene, OR
| 24
|
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