Merger Growth Opportunity Oxford Harriman & Company merged with Integrity Wealth Advisors in December 2024, signaling expanded regional reach and capabilities. This creates cross-sell opportunities to Oxford Harriman's client base and the potential to offer integrated wealth-management solutions in Wisconsin and Indiana.

Independent Fiduciary Edge The firm emphasizes independent thinking and fiduciary standards, not tied to any investment or insurance company. This positions Integrity to attract clients seeking objective, conflict-free advisory and opens doors to partnerships with custodians, fintech platforms, or referral networks that value independence.

Growth Ready Firm With annual revenue in the 10M to 25M range and a small team of 2-10 employees, Integrity presents a nimble, scalable platform for growth. Opportunities exist to introduce scalable wealth-tech solutions, CRM, and back-office automation to support onboarding, compliance, and service delivery.

Digital Experience Upgrade The current tech stack reflects standard web tooling, signaling an opportunity to propose enhanced client portals, secure communications, data analytics, and cybersecurity improvements to boost client engagement and retention across a larger post-merger client base.

Compliance Expansion Potential Securities offered through Securities America and advisory services through Securities America Advisors, with licensing in IN and additional states. This regulatory setup enables targeted expansion into new states and facilitates partnerships or referrals with affiliated advisors.