Getting Started

Valued Relationships

As our client, you're like family and taking care of family is our top priority at Integrity Advisory. Your needs, concerns and questions are what drives our business, so it's essential that we earn your trust from the very beginning—as well as maintain it throughout our relationship.

Five Star Wealth Manager

Integrity Advisory is proud to be recognized (six years in a row) as a Five Star Wealth Manager, Best in Client Satisfaction in the Kansas City metro area by independent research company Crescendo Business Services. We are members of an elite group representing less than 3 percent of all wealth managers in the greater-Kansas City area. Integrity Advisory had no prior knowledge of Crescendo Business Services, its survey or the related results, prior to being notified of this esteemed recognition.

In the Beginning

We begin with a free consultation to become acquainted with one another and determine whether Integrity Advisory is a good fit for you. We’ll analyze and identify your goals, your concerns and desired accomplishments. We’ll also share detailed information about us, our associates and how we operate. This is the time to ask (and have answered) any questions you may have. Once we have a thorough understanding of your goals, we can dissect and evaluate your financial situation to develop an investment strategy to suit your unique needs.

Opening An Investment Account

Opening a new account couldn't be easier (or we'd make it easier!). In addition to handling all necessary paperwork and forms, we arrange for secure asset transfer, set up automatic deposits and withdrawals, and work with your current CPA's and/or legal counsel to ensure that our plans and strategies are in line with and work parallel to existing tax and/or estate plans.

Growing Together

Every relationship requires flexibility to thrive, which is why as your life and financial goals evolve, we maintain a plan and implement strategies which adjust in accordingly to fit any changes to your career and personal life. In addition, Integrity Advisory works in conjunction with other professionals (i.e., CPA's, accountants, estate planning attorneys, etc.) to ensure that all aspects of your investment strategy remain focused on your long-term goals.

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