Integrity Wealth Advisors

Integrity Wealth Advisors is a Financial Planner in Colorado Springs, CO. The firm provides comprehensive financial planning, investment management, business advisory services, charitable planning, private investments, tax planning, trust services, and self-directed IRA solutions. It serves business owners and entrepreneurs, non-profit organizations, and individuals seeking to manage their wealth with confidence. The company operates under a fiduciary responsibility, promising to always put client interests first. It holds a rating of 4.80 based on customer reviews.

The advisory is founded on the principle of providing wise counsel in the best interest of clients so they can accomplish their goals and make an enduring impact on their community. Advisors guide clients through defining their unique vision and creating a step-by-step plan to achieve financial goals. The team includes Jason Akridge, CFP, CWS, CKA, a Senior Vice President and Senior Wealth Advisor who is in his 25th year in the financial services industry and guides high-net-worth, ultra-high-net-worth, and Family Office clients. Eric Davis, President and Chief Investment Officer, has been with Integrity since 2007 and works with business owners for exit planning and M&A consulting. Larry Dozier, ATFA, serves as Vice President and Trust Officer with over 18 years of experience in financial and estate planning. The firm emphasizes close relationships, allowing clients to talk with a trusted team member rather than a phone tree, and focuses on seeing the person rather than just an account number.

The office is located at 13540 Meadowgrass Dr STE 100. It sits on Meadowgrass Dr, about a tenth of a mile from North Gate Boulevard and the UC Health Emergency Room. The site is also roughly three-tenths of a mile from Smith Creek, Voyager Parkway, Safe Splash Swim School, and Overdrive Raceway.

Clients have described the firm's processes, products, and people as above reproach, noting a relationship of trust and friendship. One client noted that the management of their trust provides relief for the family, as if it were the firm's own. Another client highlighted the benefit of working with a fiduciary, feeling confident that their money is being managed well. The firm’s positive rating reflects the satisfaction of the customers who have reviewed it.

Integrity Wealth Advisors combines deep fiduciary expertise with a personal approach in Colorado Springs, ensuring that clients' unique visions for wealth and legacy are realized.

Services:

• Emergency Medical Services
• Estate Planning
• Investment Advisory
• Patient Education
• Preventive Health Screenings
• Primary Care
• Retirement Planning
• Risk Management