The IWA Team
Integrity Wealth Advisors aims to be the best infrastructure support for all like minded independent advisors who join our network. By partnering with the largest independent broker-dealer, and one of largest most reputable custodians, IWA has the unique ability to provide exceptional compliance and supervisory oversight, high-touch customer service and an attractive economic model for its advisors. Our vision is to continue to create an organization that cares deeply and passionately about everything we do.
Integrity Wealth Advisors started its roots as Wagner Financial in 1995, founded by Stephen Wagner. After years of running a successful wealth management firm, Stephen brought on Christopher Wagner, who saw the need for greater support for independent advisors. Recognizing that compliance can be a true burden, Stephen and Christopher wanted to assist local advisors with outsourcing services so they could focus on their businesses.
IWA Strategic Partners
Integrity Wealth Advisors is comprised of a network of advisors who can expect top-notch supervisory and compliance oversight, advocacy within the broker-dealer and beyond, and personal service from staff members who know their business intimately.
"You get the large scale benefits (from LPL): research, investment platforms, technology; but in a much more intimate environment where you know everyone's name."
Advisor, Integrity Wealth Advisors