IntegriVest Wealth Advisors is a financial advisory firm that operates under a fiduciary standard, legally obligated to act in the best interests of its clients. As a fee-only firm, their revenue comes directly from clients, not from commissions on selling financial products, which is intended to align their guidance with client success. They focus on building long-term relationships and providing comprehensive services that include investment management, retirement planning, estate planning, and overall financial strategy for individuals and families.

Founded in

United States