Integrity Financial Corporation logo

Integrity Financial Corporation

Updated today

Client assets under management

$600,864,080

Clients

1,209

14% high-net-worth

Advisors

16

of 21 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

76

High

Average account size

$496,993

About

Integrity Financial Corporation serves individuals (including high‑net‑worth clients), families, family offices, business owners, corporate retirement plans and charitable organizations. The firm provides investment and wealth management, comprehensive financial and legacy planning, family‑office consulting, and 401(k)/profit‑sharing plan consulting, managing assets on both discretionary and non‑discretionary bases.

The firm builds tailored portfolios using a Modern Portfolio Theory framework, typically employing indexed and actively managed ETFs, mutual funds and other commingled pooled vehicles with periodic rebalancing and tax‑aware positioning. For financially qualified clients it may allocate to privately offered pooled funds and alternative strategies (including private equity, private credit and real estate), and it supplements in‑house research with third‑party consulting while applying technology tools under human oversight and documented investment policy statements.

Distinctive features compared with many multi‑team advisors include Integrity’s role advising and providing portfolio management for pooled vehicles and acting as a discretionary sub‑adviser to a private fund series structured for insurance‑company investors via private placement life insurance accounts. The firm is also affiliated by common ownership with an accounting practice and maintains disclosed revenue‑sharing and referral arrangements (including a supervised‑person agreement with a credit union and licensed insurance distribution), relationships the firm identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning services offered on a flat, one-time fee basis generally not exceeding $20,000; family office consulting flat fees range from $5,000 to $50,000 annually.

Percentage

$1 - $1,000,000: 1.50% $1,000,000 - $25,000,000: 1.00% $25,000,000+: 0.75%

Commissions

Insurance commissions vary by product and carrier; commissions are paid by policy underwriters and shared with Advisor-Agents; commissions are in addition to advisory fees.

Project-based

Family office consulting hourly fees typically range from $250 to $500 per hour.

Main office location

Integrity Financial Corporation

680 S. Cache St., Suite 100 7403

Jackson WY 83001, United States

Number of offices

6

Most active in

Arizona · California · Connecticut · Florida · Montana · Nebraska · Nevada · Oregon · Pennsylvania · Tennessee · Texas · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jason M

Series 66

Jackson, WY

Integrity Financial Corporation

Jason Mckinney is a financial advisor at Integrity Financial Corporation with 15 years of industry experience. He holds a Series 66 designation and has worked at Integrity Financial Corporation since 2011 and at J.B. McKinney since 2013. Outside of financial advising, he owns and operates Headwaters Armory, a firearms training business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach centers on asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services for accredited clients including alternative investments and family office consulting.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Michael S

Series 63, Series 65

Malibu, CA

Integrity Financial Corporation

Michael Sanchez is a financial advisor at Integrity Financial Corporation with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lido Advisors, LLC, Banyan Tree Securities, LLC, and Banyan Tree Asset Management, LLC. Outside of his advisory role, Sanchez serves as a director and corporate secretary for the Father Bill Moore Foundation for the Arts, a nonprofit supporting artists and community arts programs. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services including alternative investments and family office consulting.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Scott W

CFP®, Series 65

Jackson, WY

Integrity Financial Corporation

Scott Wilson is a financial advisor with Integrity Financial Corporation in Jackson, WY. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at Forbes Capital Solutions, Inc. from 2014 to 2020. Outside of his advisory role, Mr. Wilson owns and operates Fintent, LLC, an accounting and tax business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed funds, tax-aware strategies, and alternative investments for qualified clients, and serves as a sub-advisor to a private insurance-dedicated fund.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Warren L

Series 65

Bellevue, WA

Integrity Financial Corporation

Warren Langsford is a financial advisor with Integrity Financial Corporation in Bellevue, WA, holding a Series 65 designation and 12 years of industry experience. He has been with Integrity Financial Corporation since 2013. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional services for accredited clients including alternative investments and family office consulting.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Admand W

Series 65

Bellevue, WA

Integrity Financial Corporation

Admand Wong is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 credential with 14 years of industry experience. He has been with Integrity Financial Corporation since 2011 and also owns and operates Artizo LLC, a life insurance agency specializing in life insurance and fixed annuities. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing mutual funds and ETFs, with additional alternative investment options for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Alexander W

Series 65

Malibu, CA

Integrity Financial Corporation

Alexander Whitney is a financial advisor at Integrity Financial Corporation with a Series 65 designation and one year of industry experience. His prior roles include positions at Canterbury Consulting Inc. and Manchester Financial. Whitney has also worked in educational institutions such as Pepperdine University and Chaminade College Preparatory. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, tax-aware portfolio construction, and alternative investments for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Lowell M

Series 66

Jackson, WY

Integrity Financial Corporation

Lowell Mccarthy is a financial advisor at Integrity Financial Corporation with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Opus Financial Advisors. His background includes roles outside finance, such as positions at Amherst Wine and Liquors and Canisius College. Integrity Financial Corporation offers wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional alternative investment options for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Theodore S

CFP®, Series 66

Jackson, WY

Integrity Financial Corporation

Theodore Steelman is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Integrity Financial Corporation, where he has worked since 2023. Prior to this, he held positions at Bank of America and Merrill Lynch. Outside of his advisory work, he was involved with University of Florida RecSports from 2018 to 2021. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of index and actively managed funds, with access to alternative investments and family office consulting for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Loren W

Series 65

Jackson, WY

Integrity Financial Corporation

Loren Wengerd is a financial advisor at Integrity Financial Corporation with three years of industry experience. He holds a Series 65 designation and has been with Integrity since 2022. Outside of his advisory role, Loren owns and operates Halo Audio, LLC, a non-investment-related business he has managed since 2013. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, and family offices. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing both index and actively managed funds, and provides alternative investments and family office consulting for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Logan T

Series 65

Jackson, WY

Integrity Financial Corporation

Logan Thompson is a financial advisor with Integrity Financial Corporation in Sacramento, CA. He holds a Series 65 designation and has five years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at CAHP Credit Union, Schools Financial Credit Union, and Umpqua Bank. In addition to his advisory role, Thompson serves as an Officer Relations Manager at CAHP Credit Union, focusing on business development and relationship management. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, implemented through mutual funds, ETFs, and tax-aware portfolio construction, with additional alternative investment options for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Daniel V

Series 65

Jackson, WY

Integrity Financial Corporation

Daniel Van Attenhoven is a financial advisor at Integrity Financial Corporation with five years of industry experience. He holds a Series 65 designation and has worked at Integrity Financial since 2020. In addition to his advisory role, he serves as Officer Relations Manager at CAHP Credit Union, providing financial services to peace officers and their families. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, business owners, and family offices. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing mutual funds, ETFs, and alternative investments for accredited clients, and is notable for its sub-advisory role to an insurance-dedicated private fund.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Gabriel B

Series 66

Pasco, WA

Integrity Financial Corporation

Gabriel Boruff is a financial advisor at Integrity Financial Corporation with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and in educational roles within the Kennewick and Richland School Districts. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services including alternative investments and family office consulting for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Brandon B

CFP®, Series 65

Jackson, WY

Integrity Financial Corporation

Brandon Bush is a CFP® with 12 years of industry experience, currently serving at Integrity Financial Corporation since 2013. He holds the Series 65 designation and operates as president of Brandon Bush Financial Services Corporation, where he sells life insurance and fixed annuities outside of his investment advisory role. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and institutional plans. The firm employs asset allocation and Modern Portfolio Theory through mutual funds, ETFs, and alternative investments, and maintains a unique role as sub-advisor to an insurance-dedicated private equity fund.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Ryan S

Series 63, Series 66

Jackson, WY

Integrity Financial Corporation

Ryan Sapp is a financial advisor at Integrity Financial Corporation with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade Inc. from 2013 to 2016 before joining Integrity Financial Corporation. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed mutual funds and ETFs, periodic rebalancing, and tax-aware portfolio construction, with alternative investments and family office consulting available for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
user avatar

Deann C

Series 65

Bellevue, WA

Integrity Financial Corporation

Deann Cross is a Series 65-licensed financial advisor with 24 years of industry experience. She has been with Integrity Financial Corporation in Bellevue, WA since 2007. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional offerings of alternative investments and family office consulting for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")