About Integrity Wealth
Trust. Accountability. Transparency.
Integrity Wealth came about in 2006, when founder and financial advisor Jeff Coplan envisioned a new model of financial planning—one based on trust, accountability, and transparency.
Having previously worked for a large national firm, Jeff recognized how valuable a “more open architecture” of financial planning—paired with a more diverse and flexible product offering—could be for his clients. Most important, he knew his clients needed a financial plan that was easy to understand.
Today, Integrity Wealth helps individuals and couples of all ages plan their financial futures. We use our systematic approach to analyze your needs and establish a personalized financial strategy. Depending on your needs, we collaborate with other advisory professionals to deliver a full range of wealth management consulting services.
As a member of the Raymond James Financial Services network, we’re backed by the powerful research and stability of a large brokerage firm. Even so, we’re 100% independent—free to zealously advocate on your behalf and to provide you with the most up-to-date financial advice available.
We look forward to working with you.
Jeff Coplan, AAMS®, CFP®
Jeff steers the ship that is Integrity Wealth while helping clients chart a course to financial freedom.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFPc (with plaque design) and and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
As the “concierge,” Jelene helps clients get what they need—right when they need it.