Independence Is Our Strength - And Yours

A growing number of financial advisors are choosing to work for independent financial services firms — and for good reason. Independence allows us to serve clients with greater objectivity, flexibility, and personalization. At INTEG Financial Investment Advisory, independence isn’t just a structure — it’s a mindset and a commitment to doing what’s right for people.

1. We Choose the Best, Not What We’re Told to Offer

   As an independent advisory firm, we aren’t limited to in-house products or platforms. We have the freedom to select the best options from across the industry — with every decision driven by what fits your goals, not what meets a quota. That means we build your financial strategy using a powerful combination of:

   1. Top-tier custodians:

      We work with reputable, client-centered custodians such as Charles Schwab and Fidelity — giving your assets security, flexibility, and transparency.

   2. Independent portfolio managers:

      We have access to institutional-level money managers, including those from Vanguard, BlackRock, Dimensional, and Goldman Sachs, allowing for tailored investment strategies that suit your risk tolerance and goals.

   3. Independent research and analytics:

      We utilize research and tools from leading sources such as Morningstar, YCharts, and other independent data providers to ensure decisions are based on evidence - not marketing.

   Our ability to assemble the right mix of partners and insights is a key advantage of being independent. We aren’t here to push products - we’re here to build solutions that work for you.

   
   

   

   
   
   
   

2. Technology That Serves You — Not the Other Way Around

   In a world where technology plays a significant role in every aspect of life - including personal finance - some of the best tools come from specialized fintech companies that focus on doing one thing exceptionally well. No single financial institution whose core is in financial services - not technology - can realistically provide a tech stack that compares in depth, innovation, or user experience.

   Being independent means we’re not locked into a single system or legacy platform. Instead, we selectively integrate the best technology solutions across investment performance tracking, estate planning, tax modeling, risk management, and more. This lets us create a seamless and modern client experience, tailored to your needs - not restricted by ours.

   
   

   

3. Beyond Planning: We Fill the Gaps Others Leave Behind

   Being independent allows us to be comprehensive. We don’t stop at what’s “standard.” When appropriate, we help coordinate with your tax professionals, refer vetted estate attorneys or other resources, and proactively ensure your financial decisions are aligned across all domains of life. This is about delivering value beyond the portfolio — the kind of care that larger firms often can’t match.

   
   

   

Independence allows us to act in your best interest without filters, quotas, or corporate distractions. It gives us the freedom to design plans, select partners, and build relationships that are uniquely suited to your financial life.

At INTEG, independence isn’t a setup - it’s a strategy. And it’s one we use to empower yours.