We are a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning, business management, and tax services to high-net-worth individuals and their families, as well as to family businesses and foundations. We'll help you manage and preserve your wealth in accordance with your personal financial goals. At PlanWise Financial Group, we have a team of professionals dedicated to exceeding our clients' expectations, earning us our reputation as a trusted partner. Our group provides concierge-style services designed to deliver financial security to clients, so they can rest easy with the knowledge that the complex details are in the hands of their trusted advisors. We are committed to you and your long-term financial success.
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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.
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Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. Located between Arboretum Boulevard and Great Hills Trail on the north side of Capital of Texas Highway (360), the Edelman Financial Engines Advisor Center in Austin serves the areas of Austin, Georgetown and San Marcos to help clients meet their financial goals. With more than 46 years combined industry experience, we are here to help with your 401(k) rollover, saving for a child's education or preparing a personalized retirement strategy.
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