About
Choosing a financial advisor you trust can be a burden, particularly since there are so many options. Furthermore, there is a tendency in the advisory business to put clients’ interests behind profitability. In August of 2024, Justin Reede founded Integrity Road Wealth Partners with the client in mind. The company was founded to operate with the following principles:
Firm
Integrity
You should not have to question whether your advisor has your best interests in mind. We commit to transparency in the fees we charge and disclose conflicts of interest. Furthermore, we seek to help you invest in a way you understand so you feel comfortable.
Service
You desire responsiveness and anticipation of your needs. We initiate contact regularly with clients since there are important financial planning measures to consider throughout the year, and respond to requests within 24 hours, providing “Personal CFO” level service upon which you can count.
Generosity
You want to make a difference with your resources. We share that value with you! Giving of our time, talents, and resources as we seek to make a difference in the lives of our clients is not just a vocation, it is a ministry for us.
Flexibility
Life is busy for you, and you want your advisor to meet you in a place which is comfortable for you. If you live anywhere in the United States, we can travel to your home, a local restaurant, a conferencing space or office near you, or visit via Zoom. If you are a U.S. tax person living overseas, we can serve you too, meeting via Zoom. Life can grow hectic, making managing your resources and meeting with advisors challenging, so we understand our flexibility can remove barriers for you so you can more readily meet your financial goals.