Social Outreach

OVER THE PAST 40+ YEARS, our team has become known for its sound financial advice, stellar customer service, and active support of the Ventura and Ojai communities.

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.


Integrity Wealth Advisors is proud to be certified as a Green Business in both of their locations (Ojai and Ventura). In 2023, the Ojai office at 205 South Signal Street received their certificate.

On hand to accept the certificate was owner Steve Wagner, Investment Advisor Margaret Marapao, Branch Manager Donna Lloyd, and Client Services Assistant Cindy Rodarte.

Taste of Ojai  Rotary Club of Ojai

Integrity Wealth Advisors was a Fruit of the Vine Sponsor for the 2023 Taste of Ojai. Proceeds from Taste of Ojai benefit the Rotary Club of Ojai charitable activities. The Rotary Club of Ojai has raised nearly one million dollars over the last two decades with Taste of Ojai being the primary fundraising event. Each year the club's charitable activities include $30,000 in grants to community nonprofits, $12,000 for education programs in our schools, $15,000 for international humanitarian projects, and other financial and volunteer support to the needs of our community.

The Ojai Tournament

The Ojai Tennis Tournament is a wonderful and unique tradition dating back to the first event in 1896. It is put on each year by the Ojai Valley Tennis Club, Inc., a tax-exempt 501(c)(3) nonprofit tax-exempt organization, whose charitable mission is the promotion of interest in tennis and physical fitness as well as the provision of recreational facilities for young people and the combating of juvenile delinquency. Laine Miller recently volunteered at the Ojai Tournament by delivering meals to the physical trainers, line judges, and chair umpires for the Tournament.

Ojai Chamber of Commerce

The Ojai Valley Chamber of Commerce has been the voice of business in the Ojai Valley since incorporating in January, 1956. We have a diverse and active membership. Our mission is to support the interests and promote the economic vitality of our members. We maintain a solid working relationship with the City of Ojai through direct communication on behalf of our members and on general issues.

Ventura Chamber of Commerce

The Ventura Chamber of Commerce works year round to support a strong local economy through its stewardship of city policy and business development. From conception of development projects, through the approval process and into the future; safeguarding the vitality of existing business, business expansion and recruitment; it is indeed true that we are “Making Business Happen“.

Santa Clara Boys & Girls Club


Boys & Girls Club of Santa Clara Valley was originally founded as a Boys Club by the Santa Paula Police Department in 1949; it was not until 1968 that girls also became members providing daily access to safe, supervised activities that foster children to become productive, responsible and caring citizens. There are ten sites serving the cities of Santa Paula, Fillmore, and the unincorporated area of Piru.

Spirit of Santa Paula


Serving Our Homeless & Struggling Families in our Santa Clara River Valley (Santa Paula, Fillmore & Piru) in Partnership with FOOD SHARE-Ventura County, Waste Free VC & State of California CalRecycle. More information here.

A few of the organizations we are proud to support and work with


Chris Wagner
Investment Advisor & Financial Planner

Laine Miller
Investment Advisor, CFP®

Bob Cheatham
Certified Retirement Plan Specialist®

Our Core Values


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.


  • 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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