Indiana > Carmel > Integrity Wealth Advisors

Integrity Wealth Advisors

Verified Listing

(317) 975-0700
600 E Carmel Dr
Suite 269
Carmel, IN 46032
Category: Finance & Legal


About

We are an independent, family-owned financial planning firm.


Products And Services

Financial Planning, Investing, College Planning, Money Management


Detailed Business Description

We help you live your BEST financial life.

What We Are
Independent
We don’t work for any large investment or insurance firm. What this means for you is that we are unbiased and we avoid any conflicts of interest.

Fiduciary
We will always put your best interests before our own. No exceptions.

Financial Planners
Every recommendation or strategy that we present to a client is in support of their unique goals and dreams. We help you to leave no stone left unturned when it comes to your finances.

Educators
We will never ask you to blindly trust us. We will help you to understand any strategy that we recommend so that you can be comfortable with your decisions. Transparency is key.

Fun
We believe that financial planning doesn’t have to be stuffy and boring. We love having a fun culture. Let’s work together and have a blast doing it!

What We Are NOT
“Salesy”
We are here to give you options and great service. You will never feel like you are being sold anything.

Transactional
Many financial advisors run a transactional business. Not us. We believe in building lasting relationships through a unique financial planning experience.

Asset-Gatherers
We are here to give you sound advice. Yes, we manage assets in support of your planning, but we aren’t here to open accounts just for the sake of opening accounts. You matter to us and we want to help you succeed.

Set It And Forget It
Ever worked with an advisor before and felt neglected? It happens far too often. We believe in meeting with our clients often to track progress and make changes when necessary.

Speculators
We believe in a long-term approach based on asset allocation and managing behavior when it comes to investing. We are not interested in being speculative or trying to help anyone “get rich quick.”


Hours


Sunday:
Closed
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 12:00 PM
Saturday:
Closed



Number Of Locations

2


Contact Details


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