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We believe

trust is earned and shouldn't be taken for granted

Look to the future

with anticipation, not anxiety

Pursuing what really matters

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  2. Why Choose IntegriGen

Why Choose IntegriGen

We’ve Got Your Back

Our firm’s name, IntegriGen, embodies integrity, which we greatly value; together with the clients we serve over multiple generations.

Our clients are loyal because they know we care about them and their families. Simply put: our clients trust us.

In our industry, we have found that what transpires behind the scenes can often be mysterious to clients. When it comes to our advice, recommendations and the fees associated with our service, we believe in transparency.

Our years in the financial services industry have taught us about what clients need, as well as how we can best assist them as trusted advisors. Our clients have confidence in our ability to help them pursue what really matters. Read about our purpose.

While many of our clients tell us they want to “make a lot of money” or “be able to retire someday” – we dig deeper to provide confidence in their overall financial position. Read about our philosophy.

 

Why choose us

  • Who we help
  • Our mission and pledge to our clients
  • Our philosophy
  • Client experience
  • How we help our clients
  • Our value added services
  • 10 Questions to Ask a New Advisor

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Maryland Financial Group Inc. a registered investment advisor. Maryland Financial Group Inc. and IntegriGen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
Samantha: CA, CO, DC, FL, ID, IL, MA, MD, NJ, NY, OH, OR, PA, TX, VA
California Insurance License#4216178
Brad: CA, CO, DC, DE, FL, ID, IL, MA, MD, MN, NH, NJ, NY, OH, PA, SC, TN, VA 
California Insurance License# 4216216

2600 Tower Oaks Blvd. Ste. 220
Rockville, Maryland 20852

  •  Tel: 301-251-1005
  •  samantha@integrigenwealth.com
  •  brad@integrigenwealth.com
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