1315 Second St. SW, Suite 102
Roanoke, VA 24016
540-266-3100
Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in
Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to
increase your income. Our fiduciary duty helps to ensure that we are working with our clients
best interests at heart. As independent financial advisors, we have the ability to select from a
wide range of products and services that may be appropriate for each client's situation.
Our philosophy is to get to know you first. Then, together, we develop a plan to reach your
stated financial goals. The plan drives the investment strategy and how we address your
retirement needs. We place emphasis on helping preserve retirement assets and creating the income
you need in retirement.
See Disclosures
Firm Start Year
No. of Employees
CRD#
Firm CRD#
Insurance License#
States Licensed in
Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
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Additional Detailed Disclosures
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