Phone: 812-799-0039
Fax: 812-418-8736
Office Hours: M-Th 8:30 - 5:00
F: 8:30 - 4:00
3038 State Street
Columbus, IN 47201

Investment Advisory Representative offering advisory services and securities through Integrity Wealth Management, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera Advisors or Integrity Wealth Management.

Who

We

Are

Integrity Wealth Management is an independent Investment firm that has been providing financial advising services since 2005. We are a small business dedicated to helping our clients prepare for their future. Our mission is to serve our clients by combining sound strategies and strong investments to help them reach their financial goals while acting with honesty, respect, and integrity. We are a recommended SmartVestor Pro and have been affiliated with the Ramsey team since 2005. 

 

*SmartVestor Pro is not affiliated with cfd Investments, Inc.

 

Learn: When we meet with our clients we gather all the relevant information we can about their situation so that we can devise an informed course of action. 

 

Plan: Once we've learned all we can about our client's situation, goals, and desires, we then form a strategy that will best meet their needs.  

Teach: After we do our research and build a strategy the next step is not to sell, the next step is to teach. When clients leave our office, they leave with a sense of confidence and clarity, and are prepared to make informed, wise financial decisions. We are not here to sell products, we are here to meet needs. 

What

We

Do

 

Why

Choose

Us?

In today’s investing environment, our integrity is essential to providing the best possible service to our clients. We believe that our independence allows us to do what is best for our clients because we do not have to meet monthly production requirements, and are not forced to sell any proprietary products. We use investments that don't burden our clients portfolios with unnecessary fees.We do the research to find the best products available to our clients. We look for strong investments with long, successful track records through thick and thin before we recommend them to anyone who walks through our door. Although past performance is no guarantee of future results, we do our best to help our clients succeed, and meet their goals. And we strive to do everything in the best interest of our clients. 

 

Services We Provide

Growing Assets

  • 401k Rollovers

  • Retirement Planning

  • Retirement Income Strategies

  • College 529 Plans

  • IRA's

  • Annuities

  • Mutual Funds

  • General Investing

  • Tax Favored Strategies

Protecting Assets

  • Life Insurance

  • Long Term Care Insurance

Passing Assets On

  • Wills

  • Trusts (Revocable, Irrevocable, Credit Sheltered, Credit Lead, etc.)

  • Power of Attorney

 
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.