Stephen Wagner

INVESTMENT ADVISOR, CFP®, CPFA

Stephen Wagner, CFP® and CEO of Integrity Wealth Advisors, has long been devoted to making sure every client can be confident in achieving their financial independence. As his firm has grown, this continues to be the driving force to its success. Integrity Wealth Advisors, located in downtown Ventura and Ojai, California, have 8 dedicated financial advisors supported by 10 staff members, all who are passionate about helping people, families, and businesses to grow, preserve, and distribute wealth. Stephen has always prided himself on being a thoughtful fiduciary, always acting in your best interest.

The IWA Team

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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.

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