Integrity Financial Strategies

Overview

Integrity Financial Strategies is an independent registered investment adviser organized as a limited liability company that works primarily with individual and family clients. The firm’s advisory activity centers on financial planning, portfolio management for individuals and small businesses, and educational workshops. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges, and it also engages in other financial product sales. Investment strategy favors publicly traded pooled vehicles rather than heavy direct-stock selection. The firm designates public funds and mutual funds as the principal building blocks for client portfolios, using those vehicles to implement core asset allocation, diversification and risk management. Integrity Financial Strategies does not identify itself as an active ESG investor and reports a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices