Financial Integrity is a selective independent planning firm with a 33 year history of working with high net worth individuals, highly compensated executives, and business owners.
Our small client base allows us to provide an exceptional level of service with one dedicated planner who can help coordinate and orchestrate the various facets of client's financial lives.
Often different advisors assist you with various planning pieces throughout your lifetime, such as tax, investment, business, charitable and estate planning. These strategies can often overlap or affect each other in an adverse manner. We can help bring all of these pieces together.
Another common shortfall of uncoordinated planning is lack of implementation; a plan does not become an effective solution unless it is implemented correctly. We have structured our practice around offering you independent unbiased opinions, total plan coordination, and assistance with the implementation of financial solutions.
Over the years, we have watched the titles of our profession shift from stock broker to financial advisor to financial planner and recently to wealth manager, but our role and process, while refined, haslargely remained the same. We "provide our clients an advisor with integrity and someone whom they can trust." To ensure we deliver on that promise, the success of our advisors is measured on client satisfaction rather than typical industry measures such as assets under management.
We meet our clients exclusively through referrals and personal introductions which allows us to focus our time on your needs. We often travel to meet clients at their residence, office or second homes.
You have already achieved a tremendous amount of success. Visit the following pages for additional information about our role, our process, and how we can help you fulfill your lifetime goals and objectives.