Business Details
27 Years
experience
Trusted Financial Advisers in Allentown, PA
Integrity Wealth Partners is a dedicated financial advisory firm committed to helping clients navigate life events with confidence. Since our founding over 25 years ago, we have prioritized understanding what matters most to our clients, enabling us to create personalized financial roadmaps tailored to their unique goals. Our team of experienced professionals combines comprehensive financial planning with proactive portfolio management, utilizing technology to ensure plans remain relevant and effective. We specialize in retirement planning, education planning, risk management, and estate planning, serving as a trusted partner for families, entrepreneurs, and executives.Our values-driven approach emphasizes stewardship, independence, and engagement, ensuring clients receive objective guidance focused on their long-term financial well-being. With offices in Allentown, Sellersville, and Bethlehem, Pennsylvania, we serve clients across multiple states, maintaining a commitment to transparency, expertise, and client-centered service.
Services
Financial Planning
Retirement Planning
Education Planning
Portfolio Management
Risk Management
Estate Planning
Details
- Year established: 1999
Highlights and features
- We offer personalized financial roadmaps tailored to your unique goals and values.
- Our team includes certified professionals with decades of combined industry experience.
- We utilize technology for proactive monitoring of financial plans and portfolios.
- Our values-driven approach emphasizes transparency, independence, and client engagement.
- We serve clients across 25 states with expertise in retirement, education, and estate planning.
Associations and certifications
- FINRA
- LPL Financial
- Private Advisor Group
What people say
Personalized financial roadmaps
Experienced certified team
Proactive portfolio monitoring
Transparent guidance
Values-driven service
Services
Financial Planning
Our financial planning service creates customized strategies aligned with your life goals and values. We analyze your current financial situation, identify long-term objectives, and develop actionable plans for wealth growth and preservation. This service caters to individuals, families, and business owners seeking comprehensive financial guidance.
Retirement Planning
We design sustainable retirement strategies that ensure financial security during later years. Our approach considers income needs, risk tolerance, and time horizons to create balanced portfolios. Clients receive ongoing guidance to adapt plans as market conditions and personal circumstances evolve.
Portfolio Management
Our portfolio management combines active and passive investment strategies to optimize returns while managing risk. We focus on cost-effective solutions and regular performance reviews, ensuring investments align with your financial goals and market opportunities.
Estate Planning
We help organize and structure your assets to create a meaningful legacy. Our estate planning service addresses wealth transfer, charitable giving, and family needs, ensuring your financial wishes are executed efficiently and in compliance with legal requirements.
Risk Management
Our risk management service identifies potential financial threats and implements protective measures. We assess life, health, and property risks to develop comprehensive insurance strategies that safeguard your assets and provide peace of mind.
People
Scott Parry
Wealth Advisor
Scott Parry, AIF, has over 13 years of financial planning experience. He holds FINRA series 66 and 7 licenses, graduated from Kutztown University, and actively supports local charities through community involvement.
Martin Volin
Wealth Advisor
Martin Volin, CRPC, brings 25 years of industry experience, including roles at Smith Barney and Edward Jones. He holds series 7 and 66 licenses and specializes in retirement planning strategies.
Eric J. Connors
Wealth Advisor
Eric J. Connors, CLU, ChFC, has 45 years of experience in comprehensive financial planning. He focuses on serving closely-held businesses and professional practices with tailored wealth management solutions.
Megan Wursta
Wealth Advisor
Megan Wursta, CFP, graduated from Penn State University and joined Integrity Wealth Partners in 2020. She specializes in helping clients achieve financial goals through personalized investment strategies.
Mat Parsons
Wealth Advisor
Mat Parsons, CRPS, serves as Director of Retirement Benefits with expertise in 401(k) and pension plan administration. He holds multiple financial licenses and focuses on simplifying complex retirement concepts.
Questions
What services does Integrity Wealth Partners offer?
We provide financial planning, retirement planning, portfolio management, estate planning, and risk management services tailored to individual client needs.
How do you personalize financial plans?
We conduct in-depth values conversations to understand client priorities, then create customized financial blueprints aligned with their specific goals and circumstances.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners, Chartered Retirement Planning Counselors, and other credentialed professionals with decades of combined experience.
Do you serve clients outside Pennsylvania?
We serve clients in 25 states including Arizona, California, Florida, and Texas through remote consultations and digital tools.
How are investment portfolios managed?
We use a combination of active and passive management strategies with regular performance reviews to ensure alignment with client goals and market conditions.
What technology tools do you provide?
We offer digital platforms for real-time portfolio monitoring, financial planning updates, and secure client communication to maintain plan relevance.
