Integra is a fee-based, independent Registered Investment Advisor (RIA) company with no broker-dealer affiliations. These elements of our business make us uniquely suited to care for your financial needs and help you achieve all your goals. Because we are an RIA company, we are governed by the Securities and Exchange Commission to ensure all our actions are for our clients’ best interests, not our own.
While Merrill Lynch, Edward Jones, and other large companies are obligated to make trades that benefit their corporation, growing your assets is a secondary concern. You’ll always come first here at Integra.
Our Mission And Values
We understand and respect the immense responsibility of investing other peoples’ money. That’s why we have a strict set of values that we hold ourselves to, day in and day out. This ensures that we are always doing the right thing and that you, the client, have the best result. Here are the characteristics of Integra that separate us from the pack.
A Client First Mentality
Unlike brokers and other advisors affiliated with broker-dealers, whose primary responsibility is to the broker-dealer, our primary responsibility is you. We cut out the middleman and make you our primary responsibility. We are your fiduciary.
Full Transparency
As a fee-based company, you will know exactly what our services cost and not be charged extra for trades. You can always know what to expect and take your money elsewhere whenever you like, with no negative financial consequences.
Integrity
We ensure the integrity of the accounting and reporting records through diligent and thorough application of financial laws, regulations, and policies.
Accountability And Ownership
We own the work we do and take responsibility for it all. We will do all we can to help you achieve your financial goals while mitigating risk.
Teamwork
We work with you and other professionals, such as your attorney, accountant, or family members, to achieve your individual and family goals. We share knowledge, encourage and support each other, and respect individual differences. We are not too proud to take advice and feedback from others.
Our Team Of Experts
A financial company is only as trustworthy and reliable as its people. Here at Integra, we couldn’t be prouder of the team we have assembled. Learn more about our talented team below.
Willis Ashby, CFP®
Founder And President
Financial Advisor
Willis Ashby is a financial planner as well as the Founder and President of Integra Financial. He is responsible for the firm's ongoing operation and strategic direction. Willis started the company in 1990 to provide investment advice and services that match his clients' current situations and to help them achieve long term financial security for themselves and their families. He is particularly proud of being a fiduciary advisor, putting his clients' needs ahead of his own. He is also a long-term member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association, and Willis started his career in 1977 and received his CFP in 1989. Willis has been featured in Forbes Magazine, 5280 Magazine, and ColoradoBiz Magazine, and he was awarded Five Star Wealth Manager status for Denver every year since 2011 by the Five Star Professional consumer research organization.
Nicholas Weisert, CFP®
Chief Compliance Officer
Financial Advisor
Nick is an Investment Advisor Representative at Integra Financial. Nick has worked in finance for 14 years in various roles including investment banking, private equity and wealth management. He received his bachelor’s degree with distinction from the University of Colorado, with an emphasis in Finance and Accounting. Nick’s unique combination of technical expertise and passion for helping individuals and families achieve their financial goals are what drive his client advocacy.
Nick, his wife Anne, and their two boys, Aidan and Dylan, love experiencing everything Colorado has to offer. They can be found spending time in the Colorado outdoors hiking in the spring and summer and snowboarding in the winter. Additionally, they are avid concert goers (Nick picked up a love of live music while living in Austin) and travelers.
Keith Fevurly, J.D., CFP®
Financial Advisor
Keith Fevurly, J.D., MBA, LLM, is a Certified Financial Planner®, published author in the field of wealth management, and Investment Advisor Representative with Integra Financial. He is also a licensed attorney in the states of Colorado and Kansas. Keith has over 25 years of experience as a financial planner and a teacher in the area of investments. Keith provides his Legal and Tax Services as a licensed attorney, independent from Integra Financial. His services also include Advisory and Estate Reviews, Wills, and Trusts.
Kathy Patton
Manager of Operations
Kathy Patton is the Manager of Operations at Integra Financial. Kathy oversees the firm’s operations and customer support services. She is dedicated to the overall improvement of organizational processes, so that she may ensure the delivery of the best client experience possible.
