A complete list of active advisors currently associated with Lenz Integrity Financial

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

Lenz Integrity Financial advises individual and high‑net‑worth clients and, atypically for firms of its type, also serves charitable organizations. The firm offers discretionary portfolio management and standalone financial planning, and it generally implements portfolios built largely with exchange‑traded funds and firm model portfolios. The firm operates under discretionary authority for account management and directs clients to a specific institutional custodian for execution and custody. Investment implementation blends modern portfolio theory with other methods — including technical/charting analysis, model allocations, and, where appropriate, option strategies and short‑term trading — while noting that tax efficiency is not the primary consideration unless otherwise agreed. What is distinctive about this firm is its inclusion of charitable organization clients, a client type that is relatively uncommon among independents, combined with a newly registered advisory platform led by a managing member who holds CFP certification. The firm also routinely pairs asset‑management services with separate fixed‑hour or project financial planning engagements and requires directed brokerage, a mix of practices that can differ from many small independent advisers.

To learn more about the advisors currently working at Lenz Integrity Financial, 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
Daryan Lenz	Glyndon, MD	15

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