About Us

Building on past success for the benefit of our clients

Serving 70 years of combined experience

This is one profession where grey hair (or no hair) is a benefit. Our advisers have guided clients through many investment cycles and have helped clients through many of life’s twists and turns. Our team works together to leverage the knowledge that resides across our platform.

Knowledge from different points of view

At Integrity, we constantly ask ourselves how do we keep our clients engaged in making the right decisions? Our strength is our people. Our different backgrounds, life experiences and perspectives inform our enduring and robust financial planning process and enhance our effectiveness as a trusted partner to our valued clients. 

Built for bull and bear markets

Financial planning should not be dependent on the ups and downs of the market. The advisers at Integrity look to build financial plans that understand the volatility within the investment markets and to mitigate the emotional reactions many have to market turbulence.

Advanced Financial Partners

Mid-Atlantic, Tri-State, New England

Advanced Financial Partners

Advanced Financial Partners is spearheaded by Robert Held, Jr. He brings over three decades of experience in helping people optimize their wealth and obtain their financial goals.

Roberts Financial Partners Group

Central US

Roberts Financial Partners Group

Roberts Financial Partners is led by Lynn Roberts. She brings over 20 years of experience in assisting people with obtaining their financial goals.