Team

Justin Reede, CFP®, CKA®

Managing Partner & Wealth Advisor

Justin is the Founder, Managing Partner, and Wealth Advisor at Integrity Road Wealth Partners, LLC, a fee-only Registered Investment Advisor (RIA). In his role, Justin is responsible for the leadership of the firm, financial planning for clients, investment management decision-making, and client advisory solutions. Justin has a depth of experience serving high-net-worth and high-income clients. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin was responsible for advising over 100 primarily high-net-worth client relationships. Prior to his role at the national firm, Justin served as Director of Financial Planning at a boutique RIA, which was merged into the national firm. In his role as Director of Financial Planning, Justin advised wealthy retired clients, directed financial planning efforts, managed firm operations, and executed upon the portfolio management activities of the firm.

Serving the complex financial needs of high-income and high-net-worth individuals and multigenerational families is Justin’s passion. Seeing an individual or family gain greater peace of mind as they meet their needs, support charities of interest, and provide for their heirs is fulfilling, and brings Justin joy in his work. With a depth of experience serving corporate executives, engineers, attorneys, pilots and other successful professionals, Justin is familiar with the planning complexities associated with various pension, stock incentive plans, profit sharing programs, retirement plans, and deferred compensation programs. Additionally, Justin is well acquainted with the challenges clients face as they enter seasons of financial change in their lives – including navigating the challenges of “retiring” in the traditional sense, piloting through a difficult estate planning process for a multigenerational or blended family, or guiding clients through the discernment process around how best to utilize assets while mitigating taxes from a significant liquidity event like the sale of a business. Justin is familiar with the cash flow, tax, investment management, charitable, estate planning, and other competencies an individual or family will need to consider as they use their financial resources well.

Justin first became interested in personal finance at a young age, buying his first stock (Southwest Airlines) when he was about eight years old. Justin earned a degree in Business Administration with a concentration in Financial Planning at Liberty University, where he graduated Summa Cum Laude on a three-year track. Additionally, Justin is a Certified Financial Planner® Professional, a post-graduate certification requiring the study of specific personal financial courses, the completion of a rigorous examination, agreement to high ethical standards, and a three-year, residency-like experience requirement. Furthermore, Justin is a Certified Kingdom Advisor® and an Investment Advisor Representative, having completed the Series 65 Uniform Investment Adviser Law Examination. He is actively involved as an Emerging Champions Board Member with Kingdom Advisors, chairing the scholarship committee. Furthermore, he is affiliated with NAPFA and the XY Planning Network, two of the preeminent fee-only planning networks for advisors.