Our Team

 



Tony Moeller, CPA
President

Tony graduated from Rockhurst University in 1984 with a BSBA majoring in accounting. Prior to graduating, he interned with Touch Ross & Co. (Deloitte Touche) in the tax department preparing individual, corporate and partnership tax returns. Upon graduation, he worked in the audit department of Arthur Young & Co. (Ernst & Young). There he obtained his CPA designation, while working on audits of local, regional and Fortune 500 companies in a range of industries from banking, manufacturing, to technology.

In October of 1987, Tony began working as an investment advisor assisting individuals with their personal finances. In March of 2005, he founded the fee-only registered investment advisory firm Integrity Investment Advisors, LLC.

Tony combines his past accounting experience, with over 26 years as a registered investment advisor. His experience of working with individuals, business owners, retirees, and qualified retirement plans within a fee-only environment assures clients that investment recommendations and management of their funds is completely objective.

Tony works closely with the client’s CPA, accountant and attorney so that all areas that may impact their financial security (i.e. taxes, estate planning) are addressed. In addition, he believes that this team approach benefits the client via independent, objective professionals combining their talents for the best interest of the client.

Tony is recognized as a Five Star Wealth Manager, Best in Client Satisfaction in the Kansas City metro area by independent research company, Crescendo Business Services. He believes in financial education and has facilitated Dave Ramsey’s Financial Peace University, a Pre-Marital Personal Finance Class, as well as a Tax-Planning session for pre-retirees.

Tony is a past Board Member and Finance Committee member for Mattie Rhodes. He’s volunteered for Kansas City Cares, worked on a Habitat for Humanity home and mentored junior and high school students about life issues through Youth Friends.

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