Integra Financial

Integra Financial

Integra Financial operates as a multi-generational family advisory practice. Founder and President Willis Ashby holds the CFP® designation and leads a team that includes Alison Ashby, a CFP® candidate, and Keith Fevurly, who holds a J.D. alongside his CFP® certification. The firm's website states it was founded over three decades ago, though a specific year is not disclosed. It is registered as an RIA in Colorado. The firm offers financial planning and investment advisory services to individual clients. Its website emphasizes a fiduciary obligation as a structural safeguard, positioning this legal duty as the core of its client relationships. Specific asset classes, portfolio strategies, or named investment products are not made public. The geographic footprint listed on the firm's site includes additional office locations in Seattle, Austin, Houston, and Santiago, Chile, though the scope of activities in each location is not detailed. Team size is small at three named advisors. The firm's public presence is limited to its simple website; it does not maintain a known LinkedIn company page. No recent operational events, such as fund closes, strategic hires, or office expansions, have been publicly reported in the last 24 months. Integra's structural posture is a traditional, small-scale RIA with a fiduciary ethos. Its stated differentiator is not a sourcing model or specialized mandate, but a succession-ready, family-staffed advisory team operating across multiple US and one international location. This architecture points to a book of client relationships built over decades rather than an institutional capital deployment engine.