About
Our mission is to provide personalized, objective, comprehensive financial planning and wealth management that helps clients achieve their goals while adhering to the highest ethical standards.
Meet the team
Founder and Portfolio Manager
Todd founded Integrity Financial Planning after 30 years in financial services, including Senior Wealth Advisor at Goldman Sachs Personal Financial Management, Chief Investment Officer at Compass Bank, and Senior Portfolio Manager at The Private Bank at Bank of America. He designs and manages Personal Index Portfolios for the firm's clients.
Financial Planner
Ryan is a CPA/PFS and CERTIFIED FINANCIAL PLANNER™ professional who leads Integrity's financial planning. He started his career at Ernst & Young in New York and London, has served on the TXCPA Houston Board of Directors, and is a subject-matter resource for Houston CPAs on advanced planning.
We are compensated solely by our clients, not by commissions or incentives from product sales. That keeps our advice transparent, objective, and aligned with your interests.
As fiduciaries we are legally bound to act in your best interest at all times. We avoid conflicts of interest, give unbiased advice, and monitor your progress so it stays on track. We are members of the Institute for the Fiduciary Standard.
Integrity Financial Planning is free from outside influence or pressure from investment companies or insurance providers, so we can select the solutions that fit your needs.
Our business is built around providing services, not selling products. We do not accept commissions for anything you purchase as a result of our advice or your portfolio. When you hire us, we become your partner: we manage your portfolio, advise you on the financial decisions that matter, and keep you informed every step of the way.
Registered investment adviser, CRD 310974. View Form ADV. Membership in the organizations shown does not constitute an endorsement. Disclosures.
A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.
