Integrity Financial Planning, LLC is a Texas-registered investment advisor based in Houston, serving clients virtually. The firm provides life-focused financial planning and personal index portfolios for business owners, successful professionals, and high-net-worth families. Its approach begins with clients’ priorities, helping them consider how to align their personal finances with a more intentional and fulfilling life.

Financial planning addresses a range of needs and complexities, including those of individuals and families in or approaching retirement. For investment management, the firm’s Personal Index Portfolios combine low-cost indexing with active tax management and the ability to incorporate clients’ personal views. Tax services include tax-loss harvesting and deferring gains, with decisions considered in relation to each client’s tax budget and asset allocation.

Integrity Financial Planning emphasizes personalized advice and portfolio management rather than a one-size-fits-all approach. Its team includes financial professionals with CFA, CPA/PFS, and CFP credentials. The firm offers its services subject to applicable registration and notice-filing requirements, and notes that investments involve risk and are not guaranteed.