Who We Serve

Integras Partners with you, wherever you are in your journey

As your fiduciary advisor, we will always act in your best interest.

Career Builders

Integras Partners with Career Builders to determine where and how much to save. We will help you maximize employer benefits, make 401(k) elections, and share strategies to improve personal finances. It can be exciting to see your money grow to enable a wider range of life choices as you become an Established Professional.

Established Professionals

Established Professionals face greater challenges that come with success. Besides professional demands and evolving family dynamics, greater wealth adds more complexity to investment decisions and tax strategies.

Retirement minded

Flipping from accumulating assets to spending retirement savings can be scary. Integras Partners with people who are planning for, or in retirement. First, we help you confidently make this life-changing decision, and then to maintain the peace of mind that allows you to go out and enjoy retirement.

Integras Insights

Here’s a collection of articles we think you might like.

Check out the full blog

IRA Basics – Traditional vs. Roth

An IRA (Individual Retirement Account) is a great opportunity for younger investors to save for retirement. IRAs come in two flavors, Traditional and Roth, the main difference being when taxes apply. While traditional IRA contributions may provide a current year tax...