Integrity Wealth Management

Integrity Wealth Management IWM has been affiliated with Dave Ramsey since 2004. IWM has been helping clients since 2004. Contact us to see how we can help you move forward.

We specialize in Retirement Income Strategies, Investment Analysis, Investment Risk Analysis, Investment Guidance, 401K and Pension Rollovers, Retirement Accounts and College Savings Plans. Our team of advisors and assistants is well-equipped to help you build an investment strategy tailored to your goals. We boast the only Dave Ramsey SmartVestor Pro in Columbus, and each of our advisors has "the

heart of a teacher" when working with you. We specialize in:
Retirement Planning
401K Rollovers
Investments (IRA's, Mutual Funds, Annuities)
Tax favorable investing
Income strategies (taxable and tax-free)
Term Life Insurance solutions
College Saving Plans

*Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

**Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with CETERA ADVISORS LLC and is not sponsored or endorsed by CETERA ADVISORS LLC.

Address

3038 State St
Columbus, IN
47201

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+18127990039

Website

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Our Story

As the only SmartvestorPro for Dave Ramsey in Columbus, Indiana, you will be very pleased with your visit. Scott Oliphant's ability to teach and explain investing to you will leave you refreshed and encouraged by your new found confidence and understanding. He truly has the "Heart of a Teacher". We specialize in: Educating our clients 401K Rollovers Investments (IRA's, Mutual Funds, Annuities) College Saving Plans Tax favorable investing Retirement Planning Income strategies (taxable and tax-free) Term Life Insurance solutions Estate planning solutions *Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

**Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera Advisors or Integrity Wealth Management.