A complete list of active advisors currently associated with Intentional Retirement, LLC

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

The firm provides investment advisory and financial planning services primarily to individual clients, including high‑net‑worth individuals, and to retirement plan sponsors and plan participants. Its offerings include ongoing asset management, written financial plans, and retirement plan fiduciary consulting and participant education. The firm’s investment approach emphasizes long‑term, value‑oriented strategies with tactical asset allocation and uses tools such as Morningstar, Schwab Adviser Center and MoneyGuidePro to set allocations and select funds. Accounts are generally managed on a non‑discretionary basis—clients are contacted before trades are implemented—and reviews are performed at least quarterly; custody relationships include Schwab and an American Funds managed account option. What is distinctive about this firm is its scale and operating model for a single‑advisor practice: it reports 288 clients for one advisor and $150,000,352 in assets managed entirely on a non‑discretionary basis. The firm is also licensed as an insurance agency (since September 2023) and discloses insurance commissions and rollover conflicts of interest, while offering both ERISA fiduciary retirement plan consulting and individualized participant advice.

To learn more about the advisors currently working at Intentional Retirement, 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.