Integra Capital Advisors - Anna Maria, FL

Bradenton/Sarasota Area (941) 778-1900

Naples Area (239) 596-6726

 

Who We Help


At Integra Capital Advisors, we maintain enduring relationships with our clients as a fee-only independent advisor. Our independence allows us to put your interests first as we help you design your wealth plan. Call today to learn more about how we can help you.


Mindful Investors & Multi-Generational Families

Being financially secure is more than having an investment portfolio in place or saving for retirement.  It is about planning for wealth to meet your life and legacy goals and meet your income needs in retirement.  Let us help you and your loved ones plan for your success.


Entrepreneurs & Business Owners

Running a business can be exhilarating, profitable, and perhaps all-consuming.  Let us help you protect your family and your business by building a plan that considers your full financial picture, including using the value of your business when you choose to retire.


Women

Women have unique wealth planning needs and concerns.  Longer life expediencies, possible divorce and different priorities for legacy all lead to potential stress on a financial and retirement income plan.  Let us help you by listening, and using our deep planning experience to give you peace of mind.


Professional Athletes

Professional Athletes are unique in their career earnings pattern.  After intense training and dedication to reach the pinnacle of your sport, substantial compensation becomes a reality.  Sustaining this high level of income is dependent on your performance, career longevity, competition and possible injury.  Click Here to learn more about how our financial professional serve athletic professionals.