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

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

The firm provides advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, standalone financial planning, retirement plan advisory, and consulting. It also delivers educational seminars and workshops to prospects and clients as informational content rather than personalized investment recommendations. Portfolios are customized and managed on a discretionary basis, potentially including ETFs, stocks, bonds, mutual funds, options, REITs, and government securities, and legacy holdings may be retained for tax or fit considerations. The firm uses both fundamental and technical analysis, emphasizes value, quality and disciplined risk management with a long-term orientation and downside-protection focus, and may engage third‑party sub‑advisers or short-term trading when appropriate. Distinctive aspects include that the firm was newly formed at the time of filing and reported no assets under management, and that it expressly offers public educational programming—an uncommon service among peers. The firm also compensates non‑advisory promoters for client referrals and operates with an institutional custodian relationship while deducting fees directly from client accounts.

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