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200 Business Park Drive, Suite 105, Armonk, NY 10504

914-288-8858
info@integrityadvisor.com
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Your Wealth Deserves More Than a One-Size-Fits-All Plan

For over sixty years, Integrity Advisors has done what may be often overlooked: translated the full complexity of qualified pension law into maximum opportunity for closely held business owners.

Our Focus
We Help Build It. Protect It. Diversify It.
Shelter It. Insure It. Pass It On.

From qualified and non-qualified plan design to estate planning, executive compensation, and business succession, every strategy we deploy is built around one goal: maximizing what you keep

WHY IT MATTERS
We Don’t Focus on Product.
We Focus on Design.

Integrity Advisors Pension Consultants, Inc. is a family-run financial planning firm with over sixty years of practice in pension and tax strategy for closely held business owners. We are not a wirehouse. We are not a one-stop-shop brokerage. We are a specialist practice, built from the ground up around a single, powerful conviction:

 Strategic retirement planning opportunities in the tax code aren't found in products. They're found in design.

The Integrity Difference

  • 60+ Years of Practice

  • 3 Generations of Expertise

  • One Specialization: You

We don't dabble. We don't generalize. Our entire practice is devoted to the closely held business owner and individual who has built something real, and deserves a strategy equal to it.

Always Current

Tax Law Changes.
Our Attention to It Never Does

From ERISA in 1974 to EGTRRA, the Pension Protection Act, ATRA, the SECURE Act, and SECURE 2.0,  every legislative shift creates new planning opportunities. 

Staying current on changes in federal tax law that impact the business community has been our founding principle since day one.

Our Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore our latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More
Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More
Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn More

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There Is So Much More We'd Like to Share With You

A conversation with Integrity Advisors isn't a sales call. It's a planning discussion — one that may reveal opportunities your current advisors haven't considered.

Schedule a Consultation