A complete list of active advisors currently associated with Integrity Wealth Partners, LLC

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

Integrity Wealth Partners serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities with discretionary asset management, financial planning and retirement plan consulting. The firm reports about $193.9 million in discretionary assets under management and provides ongoing portfolio supervision, written financial plans, and employer-plan advisory services. Portfolios are customized to client goals and reviewed at least quarterly, with implementation across individual stocks and bonds, ETFs, mutual funds, REITs, options and other public and private securities. The firm also manages held-away accounts (such as 401(k)s and HSAs) through a third-party order management platform called Pontera to support tax-aware allocation and opportunistic rebalancing, and it absorbs the platform’s 0.30% fee for clients. Noteworthy operational features include a relatively high client load for a two-advisor team — maintaining 231 client relationships — and the continued offering of a wrap-style asset management service to legacy clients. The firm discloses the use of margin borrowing, short sales and options/derivatives within managed accounts, practices that are less commonly reported among similarly supported advisers.

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