Integrity Wealth Advisors

Integrity Wealth Advisors is a firm dedicated to helping individuals and families live their best financial lives. We are an independent, fee-only fiduciary financial planning firm, which means that we always act in our clients' best interests. We have over 30 years of combined experience in the financial industry and hold the CFP, RICP, and AAMS designations. Our team is passionate about helping our clients reduce financial stress, gain clarity, save time, and feel secure.

Our Services

At Integrity Wealth Advisors, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We help our clients remove the stress of uncertainty by creating an organized and prioritized financial plan. Our financial planning process involves gaining clarity on your financial goals, creating a plan to achieve those goals, and implementing mutually agreed-upon strategies.
• Investment Management: As a fee-only fiduciary, we provide investment management services that are tailored to our clients' individual needs and goals. We use a disciplined investment approach, backed by evidence-based research, to help our clients grow and protect their wealth.
• Retirement Planning: We help our clients prepare for a secure and fulfilling retirement. Our retirement planning services include analyzing your current retirement savings, projecting your retirement expenses, and creating a plan to ensure that you have enough money to last throughout your retirement.
• Estate Planning: We help our clients preserve their wealth for future generations. Our estate planning services include analyzing your current estate plan, identifying potential tax implications, and recommending strategies to minimize taxes and ensure that your assets are distributed according to your wishes.
• Tax Planning: We help our clients minimize their tax liabilities. Our tax planning services include analyzing your current tax situation, identifying potential tax savings opportunities, and recommending strategies to minimize taxes and maximize your after-tax wealth.
• Risk Management: We help our clients protect themselves and their families from financial risks. Our risk management services include analyzing your current insurance coverage, identifying potential gaps, and recommending strategies to minimize risks and protect your assets.

Our Fees

As a fee-only fiduciary, we are committed to transparency and full disclosure of our fees. Our fees are based on a percentage of assets under management, and we do not receive any commissions or other compensation from third parties. We believe that our fee structure aligns our interests with those of our clients and helps us provide unbiased, objective advice.

Who We Serve

At Integrity Wealth Advisors, we serve a diverse range of clients, from young families just starting out on their financial journey to retirees seeking to maximize their retirement income. We have different business models that are flexible enough to help families no matter what stage of their financial journey they are in. We have physical offices located in Granger, IN, Carmel, IN, and Jacksonville, FL, but we are location independent and have clients all over the country.

Our Values

At Integrity Wealth Advisors, we take our name very seriously. We are committed to upholding the highest standards of integrity in everything we do. We believe in full transparency and documentation, and we create agendas and summary letters for every meeting so that we can work together to make the best decisions for our clients' families. We only implement strategies after our clients understand them and agree to move forward with them.

We are passionate about helping our clients live their best financial lives. We believe that financial planning is not just about growing wealth but also about avoiding mistakes and being prepared for anything that comes our clients' way. We understand that our clients value their time and want to spend it doing the things they love, while we handle their financial planning needs.