Why We're Different
“Be the same person privately, publicly and personally.” Anonymous
At Integrity Wealth Advantage, we don’t simply hope to stand out from other firms - we take action every day to ensure that we do.
John Bahr, founder of Integrity Wealth Advantage, began his career in institutional bond trading. His unique background and specialization in this area enables him to construct portfolios with individual bonds rather than placing assets in pre-constructed accounts.
Our independence, transparency and fiduciary standard allow us to deliver highly customized plans to individuals and business owners.
We are also proud to stand out in the following ways:
- We have zero conflicts of interest and do not offer proprietary products to our clients.
- We are not captive to a large company and do not answer to shareholders.
- We use industry leading technology, such as eMoney.
- We are transparent with our fees, process and investment philosophy
- We are not held to quarterly sales quotas. Ever.
- We offer one-time planning, wealth management and retirement plan consulting.
- We are family-owned and operated.
- We have access to large-firm resources, but remain accessible to our clients.
Call to schedule a consultation and experience the Integrity Wealth Advantage difference for yourself.