Integra Wealth, LLC
Investment Advisor/Financial Planner
Fee-Only Financial Planning and Investment Advice services for business owners and individuals.
David Hodges is a Chattanooga, TN fee-only financial planner and investment advisor. Integra Wealth, LLC provides comprehensive and objective financial planning including, asset allocation planning, retirement and college planning, and employer sponsored retirement plan (ESRP) design and implementation to help business owners, families and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Hodges is never paid a commission of any kind, and has a legal obligation to provide transparent financial and investment advice.
David A. Hodges is a native of Chattanooga, a Certified Financial Planner professional, and holds degrees in both Economics and Spanish from the University of Tennessee at Chattanooga. He is fluent in Spanish and is a member of The National Association of Personal Financial Advisors (www.napfa.org) and The Financial Planning Association (www.fpanet.org). He began his career in the financial services industry in March of 2000.
David is the founder of Integra Wealth, LLC, a local, independent, objective advice oriented comprehensive financial planning and registered investment advisor firm that does not permit the receipt of compensation by commission sales or commission products.
As a CFP® professional, I received the personal satisfaction of obtaining the certification to best prepare me to help my clients fulfill their financial goals.
My CFP® mark distinguishes me among my peers in the financial services industry as it shows I have voluntarily met rigorous requirements of education, examination and experience and abide by CFP Board’s Standards of Professional Conduct, which includes delivering a fiduciary standard of care that places my clients’ interests first.
CFP Board enforces the professional standards for CFP professionals like me, and misconduct leads to action by CFP Board that can include a letter of admonition, suspension or revocation of CFP certification.
Federal and State Fiduciary Standard law requires Integra Wealth to solely act in the best interest of its clients at all times.
David Hodges is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Integra Wealth, we offer True Wealth Management Solutions – we can help you regardless of your current financial situation. We base our advice on your situation – whether you are a younger professional looking to protect your family and build wealth, a family looking to fund college for your growing children, a pre-retiree trying to make sure you are accumulating enough retirement income for your financial independence years, a post-retiree who wants to protect what you have and make sure that you don’t outlive your money, or somewhere in between – we can help.
We have a comprehensive financial management system that allows us to help you in all areas related to you financial situation: investment management, financial planning, college planning, integrated tax planning, real estate investment advice, alternative investments, assistance with estate planning and insurance solutions.
We are a local and independent company. We take an objective and consultative approach to delivering comprehensive wealth management services to our clients.
Whatever your current situation is, we can customize solutions that will help you increase your probability of achieving financial success. Contact us now (423)-827-3611 to schedule a SECOND OPINION MEETING from objective professionals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Investment Management
- Retirement Income Planning
- Tax Planning
- Broad Scope Financial Planning
- College Education Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Two Person Professional Households
- Aggressive Savers
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
David Hodges is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
David Hodges is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
David Hodges is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact David Hodges
101 West 21st Street
Chattanooga, TN 37408