# Integrity Financial Planning

- **Website:** <https://integrityfinancialplan.com>
- **Primary alias:** `integrityfinancialplan.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [twitter](https://twitter.com/investpersonaly)
- [linkedin](https://linkedin.com/company/integrity-financial-planning-llc)
- [facebook](https://facebook.com/investpersonaly)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idu1iqZfNP/w/864/h/183/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790438403260)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idu1iqZfNP/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790438403367)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Woodsmoke | #171a1c | dark |
| White | #ffffff | light |

## Fonts

- Prata — asset _(google)_
- Helvetica — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idu1iqZfNP/w/1500/h/500/idwG62LNnn.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790438403507)

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_Source: <https://brandfetch.com/integrityfinancialplan.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._