About Us

OVER THE PAST 40+ YEARS, Wagner Financial and Derby & Derby have become known for its sound financial advice, stellar customer service, and active support of the Ventura and Ojai communities. Now, as the firm has grown, a change in branding is appropriate to reflect our team’s breadth of knowledge and experience. We are excited to announce that going forward we will be known as Integrity Wealth Advisors. With over 150-years of combined experience, you can put trust in our skilled team of financial professionals at IWA.

The entire Integrity Wealth Advisors team is committed to helping individuals, families, and businesses grow, preserve, and distribute wealth. We hold ourselves to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each and every one of our clients.

The IWA Team

An old adage states that 'there is accomplishment through many advisors'.

Stephen H. Wagner

CERTIFIED FINANCIAL PLANNER®, INVESTMENT ADVISOR, CEPA®

Laine Miller

CERTIFIED FINANCIAL PLANNER®, INVESTMENT ADVISOR

Doug Ecker

CRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER

Bob Cheatham

CRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER

Sharon Medina

BRANCH OPERATIONS MANAGER, FPQP®

Cindy Rodarte

OJAI BRANCH MANAGER, FPQP®

Jessica Hawley

VENTURA BRANCH - CLIENT SERVICES

Sarah Waters

CLIENT SERVICES

Gavin Jamroz

FINANCIAL PARAPLANNER

WHAT DOES INTEGRITY MEAN TO YOU?

Laine Miller
Investment Advisor, CFP®

Bob Cheatham
Certified Retirement Plan Specialist®

Our Locations

V E N T U R A

196 S Fir Street, Ste 140, Ventura, CA 93001
ventura@iwaplan.com
office: (805) 339-0760
fax: (805) 339-0793

O J A I

205 S Signal St, Ojai, CA 93023
ojai@iwaplan.com
office: (805) 646-3729
fax: (805) 646-0447

Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

Act in your best interest
Be transparent about costs and fees associated with our services
Disclose any conflicts of interest that may be present when providing recommendations
Help you understand all of the options available to you
Provide prudent investment advice
Avoid high cost or high commission products
Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

Schedule Appointment