Founder & Financial Advisor
CFP® RICP® AIF® CRC® CKA® WMCP®
The people behind your plan
Your future.
Our personal
commitment.
Good planning starts with getting to know you. Your priorities. Your people. The life you want to live.
Meet your team
A personal introductionLoren ShermanFounder & Financial Advisor
Curiosity. Care. Integrity.
A relationship built
around your life.
Loren founded Integrity around a simple idea: ask better questions, and keep looking for better ways to help.
His work in financial services began in 2006, following his graduation from Central College. Retirement planning became his focus—and continued learning remains part of his approach.
Today, personal attention and thoughtful technology work together. The goal is to understand your financial picture in the context of your health, family, and plans for the years ahead.
Our fiduciary commitment
Trust is personal.
So is our
responsibility.
Integrity follows a fiduciary standard. These commitments guide the way we work with you.
01Your interests come first.
Advice begins with what serves you and the life you are planning.
02Care in every decision.
We commit to professional skill, diligence, and sound judgment.
03Clarity you can rely on.
Material information should be explained openly, fully, and fairly.
04Independence in our judgment.
We work to avoid conflicts of interest.
05Transparency when it matters.
Unavoidable conflicts should be disclosed and managed in your favor.
Meet Integrity
Real people.
A shared commitment.
A team of financial professionals and specialists, bringing different perspectives to the decisions that matter to you.
Investment Management
CFA® CFP®
Client Service Specialist
CFP®
Tax Specialist
ChFC® RTP™ EA
Executive Assistant
Medicare Plan Review
Individual Health Insurance
Client Service Specialist
CFP® Candidate
Our strategic partners
Personal guidance.
Thoughtful resources.
Specialist knowledge and technology help connect the details, so the conversation can stay focused on you.
TIFIN Wealth
Investment insight
Tools that connect risk, portfolio analysis, and planning conversations.
Holistiplan
Tax planning
Tax-return analysis and scenario modeling to inform forward-looking decisions.
Right Capital
Your financial picture
A connected view of cash flow, retirement scenarios, and the details of your plan.
CreativeOne
Education & engagement
Support for educational events, podcasts, webinars, and client experiences.
Wealth.com
Estate planning
Resources to help organize, review, and understand estate planning documents.
RIA in a Box
Compliance support
Support for regulatory requirements, supervision, and license renewals.
Your next best step
Let’s start
a conversation.
A chance to meet, share what matters to you,
and see whether we’re the right fit.
