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.

Our Locations


Ventura

V E N T U R A

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

Ojai

O J A I

603 West Ojai Ave #C, Ojai, CA 93023
ojai@iwaplan.com
(805) 646-3729

The IWA Team

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

WHAT IS A FIDUCIARY?


Vimeo

Self-Hosted

Vimeo

Self-Hosted

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.

Contact Us