A complete list of active advisors currently associated with Intentional-Growth Advisors LLC

Warmer can help you find a great advisor at Intentional-Growth Advisors LLC or one who fits your needs even better.

The firm serves a broad set of clients — individuals and families, trusts and estates, small businesses, charitable organizations, and retirement accounts — and offers portfolio management alongside wealth (financial) planning delivered as hourly, subscription, flat-fee, or project engagements. It also provides educational seminars, workshops, and one‑on‑one virtual advice, with advisory services provided on a non‑discretionary basis under a fiduciary standard. Investment guidance is tailored to client goals and risk tolerance and combines passive and active strategies, with both fundamental and technical analysis used in security selection and portfolio construction. Behavioral finance and client education are integrated into the process through the firm’s proprietary H.I.M.E. framework, which is used as an educational tool separate from, and sometimes alongside, formal planning engagements. Distinctive features include a formal subscription planning model and a suite of separately billed educational programs based on the H.I.M.E. framework, plus a limited‑availability premium planning tier that the firm discloses is priced above industry averages. The firm publishes detailed program billing and refund terms and illustrative fee examples in its brochure, reports no assets under management at this time, and the principal dedicates a portion of time to developing and delivering the firm’s educational content while maintaining full‑time employment outside the advisory business.

To learn more about the advisors currently working at Intentional-Growth Advisors LLC, 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.