INTEGRITY ADVISORS

Overview

Integrity Advisors is an independent registered investment advisor owned by an individual and built around serving individuals and families, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm’s roots are tied to accounting services, and that background shapes its client-facing work: planning, tax-aware conversations and execution of investment strategies for relatively small client relationships. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, with the ability to accept commissions, which points to a hybrid service model that can accommodate one-off planning projects as well as ongoing discretionary management. Investment posture is equity‑tilted: the firm expresses a clear preference for listed, exchange-traded equities as the primary building block of portfolios. Integrity Advisors is not positioned as a capital allocator to external alternative managers in a broad sense, and it does not present as an ESG-driven or multi-state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices