--- title: About Us | Intirety Financial Advisors description: Specializing in retirement benefits for Public Educators & their families, we provide planning solutions tailored around your employer-sponsored benefits. image: https://www.intirety.com/hubfs/Intirety_Hero_About.jpg --- [![Intirety Logo](https://www.intirety.com/hs-fs/hubfs/Logo_Intirety_Full_RGB.png?width=200&height=100&name=Logo_Intirety_Full_RGB.png "Intirety Logo")](https://www.intirety.com?hsLang=en) - [About](https://www.intirety.com/about) - [Services](https://www.intirety.com/services) - [Insights](https://www.intirety.com/news) - [Contact](https://www.intirety.com/contact) Client Center ## Client Center Easily navigate to your accounts by accessing the provider website or process an account service request. #### Account Login [![Intirety\_Partner\_CS](https://www.intirety.com/hubfs/Intirety_Partner_CS.png)](https://www.schwab.com/client-home) [![Intirety\_Partner\_SB](https://www.intirety.com/hubfs/Intirety_Partner_SB_V2.png)](https://www.securitybenefit.com/signin) [![Intirety\_Partner\_Aspire](https://www.intirety.com/hubfs/Intirety_Partner_ASPIRE_V2.png)](https://investlink.aspireonline.com/Login.aspx?ReturnUrl=%2f) [![Intirety\_Partner\_MyMoney](https://www.intirety.com/hs-fs/hubfs/Intirety_Partner_MyMoney.png?width=150&height=94&name=Intirety_Partner_MyMoney.png)](https://wealth.emaplan.com/ema/SignIn?ema%2Fria%2Fintirety) - [About](https://www.intirety.com/about) - [Services](https://www.intirety.com/services) - [Insights](https://www.intirety.com/news) - [Contact](https://www.intirety.com/contact) #### Service Request ###### [Contact Us →](https://www.intirety.com/contact?hsLang=en) [*Facebook*](https://www.facebook.com/profile.php?id=61590520556238#) [*Instagram*](https://www.instagram.com/intiretyfinancial/) [*Twitter*](https://x.com/IntiretyFinance) #### We're On Your Side - [What We Do](https://www.intirety.com/about#what-we-do) - [Our Philosophy](https://www.intirety.com/about#our-philosophy) - [Client Experience](https://www.intirety.com/about#client-experience) - [Meet the Team](https://www.intirety.com/about/our-team) #### Serving Public Educators ![Intirety\_Homepage\_Education](https://www.intirety.com/hs-fs/hubfs/Intirety_Homepage_Education.png?width=240&height=240&name=Intirety_Homepage_Education.png) ### Personal Website Get a sneak peek at your portal to all your finances in one convenient location. [Contact Us →](https://www.intirety.com/contact?hsLang=en) #### How We Help - [Financial Planning](https://www.intirety.com/services#financial-planning) - [Investment Planning](https://www.intirety.com/services#investment-planning) - [Tax Planning](https://www.intirety.com/services#tax-planning) - [Risk Management](https://www.intirety.com/services#risk-management) ### Everything We Do From insurance to taxes, we want to provide you a complete financial picture. In its Intirety. [Explore All Services →](https://www.intirety.com/services?hsLang=en) ### Ready To Get Started? Contact us to see how you can grab hold of your financial future. [Contact Us →](https://www.intirety.com/contact?hsLang=en) **Retirement Planning** **![Mega Menu - Services - Planning-4](https://www.intirety.com/hs-fs/hubfs/Mega%20Menu%20-%20Services%20-%20Planning-4.png?width=600&height=339&name=Mega%20Menu%20-%20Services%20-%20Planning-4.png)**   [**We Make Saving Easy![Mega Menu - Services - Saving-2](https://www.intirety.com/hs-fs/hubfs/Mega%20Menu%20-%20Services%20-%20Saving-2.png?width=500&height=312&name=Mega%20Menu%20-%20Services%20-%20Saving-2.png)**](http://7659954.hs-sites.com/contact-juznlw)   **How We Help** - [Financial Planning](https://www.intirety.com/services) - [Investment Planning](https://www.intirety.com/services) - [Tax Planning](https://www.intirety.com/services) - [Risk Management](https://www.intirety.com/services) ### News & Insights Stay up to date with markets, the economy, and our investment positions. [Explore Further →](https://www.intirety.com/news?hsLang=en) ### FAQs View the answers to our more freqently asked questions. [Visit FAQs →](https://www.intirety.com/faq?hsLang=en)  **External Resources** - [NEA Retirement Program](https://www.nearetirementprogram.com/) - [Washington State DRS](https://www.drs.wa.gov/) - [Social Security](https://www.ssa.gov/) - [Medicare](https://www.medicare.gov/) - [Financial Calculators](https://www.nerdwallet.com/h/calculators/financial-calculators) ![Logo\_Intirety\_Icon\_Mist](https://www.intirety.com/hubfs/Logo_Intirety_Icon_Mist.svg) ### About Us ## Improving lives through smarter financial choices We help people turn ordinary investments, regardless how modest, into their aspirations, regardless how ambitious. ![Intirety\_Hero\_About](https://www.intirety.com/hs-fs/hubfs/Intirety_Hero_About.jpg?width=900&height=600&name=Intirety_Hero_About.jpg) ### About Us ## What We Do ###### Comprehensive Wealth Planning **A goal without a plan is just a wish.** That’s why we work with you to identify what matters most to you and your family, then prioritize and align your goals within a comprehensive financial plan. The result? A structured financial blueprint designed to guide you with clarity and confidence - organized, actionable, and built for your future.   ###### Investment Management **Expert-built portfolios. Continuous optimization.** Our investment process is guided by a proven blueprint - a disciplined framework rooted in evidence-based principles. Each portfolio is constructed using strategic asset allocation, and continuously monitored and adjusted. With clear guidelines, ongoing oversight, and built-in checks and balances, we ensure your investments remain efficient, cost-effective, and on course for long-term success. ###### We Help Public Educators **You can copy our homework. It's allowed.** With extensive expertise in the benefits available to Washington State public educators, we design financial strategies to help you fully leverage the resources you already have. From understanding your pension and retirement plan options to optimizing other employer-sponsored benefits, we align your unique situation with a comprehensive financial plan.     ### Our Philosophy ## A Relationship Focused on You We understand the relationship between you and the assets you trust us to look after. Our philosophy is guided by three core principles: ![Intirety\_About\_Philosophy\_Table](https://www.intirety.com/hs-fs/hubfs/Intirety_About_Philosophy_Table.jpg?width=5855&height=3909&name=Intirety_About_Philosophy_Table.jpg) ### Earned Trust ## We sit on the same side of the table as you. Fiduciary. For your investments and across your planning. As fiduciaries, we are legally and ethically obligated to act in your best interest, with the highest standards of care, honesty, and transparency. We don’t sell investment products or earn commissions, so our advice is always objective, and unbiased to any particular investment manager or fund. Our only priority is what’s best for you. ![Intirety\_About\_Philosophy\_Research](https://www.intirety.com/hs-fs/hubfs/Intirety_About_Philosophy_Research.jpg?width=2000&name=Intirety_About_Philosophy_Research.jpg) ### Tailored Investment Management ## Decisions driven by data, rather than feelings. Balancing personal values with evidence-based investing. Your feelings about money are important - they help shape a strategy that aligns with your goals and values. But when it comes to managing your portfolio, we believe investment decisions should be grounded in data, not emotion, including our own. That’s why we rely on research to guide asset allocation and portfolio construction. Every investment decision we make is informed, intentional, and continually adjusted to stay aligned with your long-term objectives. ![Intirety\_About\_Philosophy\_Relationship](https://www.intirety.com/hs-fs/hubfs/Intirety_About_Philosophy_Relationship.jpg?width=2000&name=Intirety_About_Philosophy_Relationship.jpg) ### Lasting Relationships ## We're here to help whenever you need. Transparent communication and trust form the foundation of every successful partnership. Your dedicated financial professional will be readily accessible, offering expert guidance and support whenever needed. We are committed to delivering exceptional, personalized service and fostering lasting, meaningful relationships.   ### Client Experience ## The Four Pillars # 1 ###### One-on-One Approach ##### Your dedicated financial professional, only a call away   When life changes that could impact your investments or financial plan, we want to be your first call. We're happy to work alongside your current professional advisors, or we can connect you with our network of trusted strategic partners. All of our advisors and partners are independent professionals, so you can count on advice that’s focused on what’s best for you - ensuring that the guidance you receive is objective and not influenced by any specific company. # 2 ###### Peace of Mind & Confidence ##### We'll manage the investments and monitor the plan   Rest assured that we are committed to managing your financial plan and optimizing your investment portfolio. Our primary focus is to help you feel confident and secure, so you can spend more time enjoying the things you love. Our collaborative team approach ensures multiple experienced professionals review your financial picture, ensuring thorough oversight and careful management. A more considered approach to managing what matters most. # 3 ###### Transparent Technology ##### A deep investment in cutting-edge financial technology   We have a deep investment in leading technology. Our personal financial website helps you get organized, allowing you to see everything you own, all in one place, on any device, at anytime. We can seamlessly benchmark your portfolio against any portfolio or index to see how they compare across key metrics like performance, risk, and more. You can count on our commitment to staying at the forefront of financial technology, ensuring you always benefit from the latest innovations and state-of-the-art analytical tools.   # 4 ###### Ongoing Communication ##### Routine reviews, and the latest in financial insights   As your life evolves, so should your financial plan. That’s why we provide ongoing reviews to help keep you on a forward path with confidence. Each month, we’ll share insights on the economic outlook and its impact on financial markets, along with our proactive strategies and responsive actions. We'll keep you updated on the investment adjustments we make to your portfolio, and most importantly why - supported by clear, data driven reasonings. While we’re here whenever you need us, our commitment is to keep you informed before you even have to ask. ###### **Our Team** Dedicated to you, our team of credentialed wealth management professionals are focused on building and protecting your financial future. Our "intire" team for your "intire" financial life. [Come Meet Us](https://www.intirety.com/about/our-team?hsLang=en) ![parallax image](https://www.intirety.com/hubfs/Intirety_About_Team_BG.jpg) ###### Still Have Questions? ### [See all FAQs →](https://www.intirety.com/faq?hsLang=en) - #### How does Intirety compare to other financial companies? As a fiduciary, we’re legally and ethically obligated to act in your best interest and to be fully transparent about any potential conflicts of interest. For example, Intirety does not offer or promote proprietary funds in our client portfolios. Instead, we focus on combining powerful technology with personalized, unbiased advice. We also bring deep expertise in public educator benefits, something few firms truly understand. And when you reach out, you’ll always speak directly with a qualified professional, never a phone tree or administrative gatekeeper. - #### Is Intirety a regulated financial institution? Yes, Intirety, LLC is a Registered Investment Advisor in Washington State and California, and authorized to operate in states and other jurisdictions where we're registered or exempt from registration - so you can feel confident you're working with a fully qualified and compliant firm. - #### How does Intirety make money? We believe in simplicity and transparency. Intirety earns money through either a flat fee or a percentage of the assets we manage on your behalf - nothing hidden, just straightforward personalized advice and investment management service. - #### What is your mission statement? Our mission is simple: to help you make the best decisions with your money, so you can live the life you want. We use the power of advanced technology, combined with smart insights from leading industries, to bring more people the personalized financial advice they truly deserve. We’re here to manage your money with your best outcome in mind. That means giving guidance tailored to your unique financial situation and goals - like how much to invest each month, the right level of risk for your portfolio, and which types of accounts fit you best. Then, we take care of the rest—so you can focus on what matters most. ![Logo\_Intirety\_Footer\_Reverse\_Simple](https://www.intirety.com/hubfs/Logo_Intirety_Footer_Reverse_Simple.png) - [Disclosures](https://www.intirety.com/disclosures) - [Broker Check](https://brokercheck.finra.org/) - [ADV2A & Privacy Policy](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011297) - [Investment Advisor Public Disclosure](https://adviserinfo.sec.gov/) - [Website by Colosseo Creative](https://www.colosseocreative.com/) © 2026 Intirety, Inc. [*Facebook*](https://www.facebook.com/profile.php?id=61590520556238#)[*Twitter*](https://x.com/IntiretyFinance)[*Instagram*](https://www.instagram.com/intiretyfinancial/) *Return to Top* ```json { "@context" : "https://schema.org/", "@id" : "#WebPage", "@type" : "WebPage", "name" : "About Us | Intirety Financial Advisors", "url" : "http://7659954.hs-sites.com/about" } ```