A complete list of active advisors currently associated with IntentGen Financial Partners
Warmer can help you find a great advisor at IntentGen Financial Partners or one who fits your needs even better.
IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients, and also assists with selection and oversight of third‑party money managers. The firm manages roughly $756 million across discretionary and non‑discretionary accounts and operates with a multi‑advisor team structure. Its investment approach is individualized and continuously monitored, drawing on a broad set of methods—modern portfolio theory, fundamental and technical analysis, quantitative models, and mutual fund/ETF and third‑party manager research—to construct portfolios that may include equities, fixed income, options, REITs, private funds and other alternatives as appropriate. The firm uses both in‑house portfolio management and sub‑advisors, and it discloses the use of margin, wrap fee accounts, and periodic rebalancing as part of its implementation and risk management processes. Distinctive features in the brochure include sponsorship of a wrap fee program and representatives’ registration with Purshe Kaplan Sterling Investments, which permits acceptance of commissions for certain securities sales; the firm discloses these arrangements and related conflicts of interest along with stated mitigation practices. The brochure also notes operational details such as fee waivers for households with at least $2 million under management and a recent change in broker‑dealer affiliation, indicating active oversight of its brokerage and custody relationships.
To learn more about the advisors currently working at IntentGen Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse IntentGen Financial Partners's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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