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About Us

“No matter how educated, talented, rich or cool you believe you are, how you treat people tells all. Integrity is everything.” Anonymous

Integrity Wealth Advantage boasts over 30 years of financial service experience. Located in Chapel Hill, North Carolina, we are proud to serve individuals and business owners throughout the greater Triangle area.

Integrity Wealth Advantage strives to be a standout firm in the area, with multi-level engagement and flexible service offerings. We offer clients customized planning strategies designed around their situation and based on their individual needs. From one-time financial planning, to ongoing wealth management, to corporate retirement plan consulting - our fiduciary advisors bring core values of commitment and integrity to every interaction.

With no outside influence or conflict of interest - the only person we answer to is you. And we like it that way. 

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How We Help

We create strategies that are tailored to your needs and goals.

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Years of experience have prepared us to guide you through your life transitions.

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