# Integrity Ria, LLC
Source: https://planprovider.pro/provider/integrity-ria-llc

> Founded in 2021, Integrity RIA, LLC is a small advisory firm with a three-person team and about $0.1B in AUM (2026). The firm offers investment advice with a…

Retirement Plan Advisor

Lafayette, LA

## About Integrity Ria, LLC

<p>Founded in 2021, Integrity RIA, LLC is a small advisory firm with a three-person team and about $0.1B in AUM (2026). The firm offers investment advice with a focus on retirement planning and ongoing portfolio oversight.</p>

<p>Headquartered in Lafayette in south Louisiana’s Acadiana region, Integrity RIA works with clients across the Lafayette metro area. The firm provides independent advice and builds plans around each client’s goals, time horizon, and risk tolerance.</p>

<p>For retirement plans, Integrity RIA can take on a 3(21) fiduciary role, providing investment recommendations and support while the plan sponsor retains final decision-making authority. The firm also helps connect retirement planning with related needs such as education planning and insurance coverage.</p>

<p>What sets Integrity RIA apart is its focus on active portfolio management and tax-aware strategy work, often coordinating with a client’s other professionals to keep the full plan aligned.</p>

<ul>
<li>Registered investment advisor and <a href="/plan-advisors">plan advisor</a> services</li>
<li>3(21) fiduciary investment advice for employer plans</li>
<li>Retirement planning and investment management</li>
<li>Education planning and insurance coverage coordination</li>
</ul>

Website: [https://integrityria.com/](https://integrityria.com/)

Founded: 2021

Employees: 3

## Office Locations

- Lafayette, LA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $105.4M

## Team Members

- **Shawn DeFoe**, Financial Advisor / Owner

- **Jackie Goulas**, Financial Advisor

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