Looking for individuals and Business Owners who are in need of tailored financial planning and wealth management advice.
Integra Asset Advisors, L.C. is an independent Registered Investment Advisor (RIA) and we help clients with their financial planning and money management needs. We also act as their financial advisor on all related personal financial and investment matters. Our services are designed to meet their specific financial goals. We focus on adding value and creating wealth for our clients, versus “selling them products.” Client satisfaction is “number one” within our operating philosophy and we are dedicated to outstanding personal service based on the principles of honesty, openness, independence, and personal discretion. We are a fee-only advisor, which positions us to provide more objective counsel and advice than commission-based brokers and planners.
Shannon can show you how to invest in your future even if you don't have a ton of money to do so with. She can go over your retirement and show you where you can change a few things to make a great difference for you and your family and the future!