A complete list of active advisors currently associated with Intentional Wealth Partners

Warmer can help you find a great advisor at Intentional Wealth Partners or one who fits your needs even better.

Intentional Wealth Partners serves individual and high‑net‑worth clients with ongoing portfolio management and a full suite of financial planning services, delivered on project‑based, hourly, or subscription (ongoing) arrangements. Services cover retirement planning, tax and estate considerations, college savings, cash‑flow and debt management, business planning, insurance reviews, and investment analysis. The firm documents client objectives in individualized Investment Policy Statements and generally seeks discretionary authority to implement diversified portfolios that rely primarily on ETFs and mutual funds, informed by fundamental analysis and modern portfolio theory. Accounts are reviewed regularly with quarterly custodian reporting, and the firm uses multiple custodial platforms with institutional and digital integrations to support trade execution, reporting, and back‑office functions. Noteworthy distinctions include the firm’s regular educational seminars and speaking engagements (offered for fees or sometimes pro‑bono), an uncommon offering among peer team firms, and an emphasis on divorce‑related financial consulting, forensic accounting, and business valuation work. Staff hold several specialized credentials (for example, in divorce finance, financial forensics, valuation, tax representation, retirement planning, and CFP® certification), and the firm also lists financial education and software development consulting as part of its broader services.

To learn more about the advisors currently working at Intentional Wealth 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.