A complete list of active advisors currently associated with Integrous

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

Integrous provides fee‑based investment advisory, financial planning and pension consulting to individuals (including business owners and corporate executives), retirement plans, trusts and other entities. The firm also offers non‑investment services under separate engagements, including management and marketing consulting as well as accounting, bookkeeping and tax‑preparation services. The firm delivers customized portfolio management through client‑specific investment policy statements, asset‑allocation models, manager selection and periodic monitoring and rebalancing. Integrous generally operates on a primarily non‑discretionary basis—executing trades only with client approval—and does not take physical custody of client assets. Integrous is a solo‑advisor practice with a small client base and roughly $3.9 million under advisement, a profile that is less common among supported firms. The combination of offering accounting and tax‑preparation services (while disclosing it is not a licensed public accounting firm), serving as an investment manager for retirement plans, and having an affiliated IT services shareholder (NetAria, Inc.) are distinctive features disclosed in the brochure that may be relevant when assessing scope of services and potential conflicts of interest.

To learn more about the advisors currently working at Integrous, 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.