A complete list of active advisors currently associated with Intrepid Wealth Partners, LLC

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

Intrepid Wealth Partners is a small advisory firm serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and other advisors. The firm provides comprehensive financial planning (one‑time and ongoing), discretionary portfolio management, sub‑advisory third‑party manager services, and pension consulting in a 3(21) fiduciary capacity. The firm’s approach centers on personalized, goal‑based planning—branded internally as “Results by Design”—that aligns asset allocation with a client’s time horizon, risk tolerance, and objectives. Portfolios typically use stocks, bonds, ETFs and mutual funds and may incorporate third‑party managers; accounts are managed discretionaryy and custodied on a digital platform that supports automated rebalancing and model access. What is distinctive for a firm of this size is management’s non‑advisory affiliations and product relationships: principals have an ownership interest in an AI advisor‑matching company (Couplr) and may recommend investment in that company, a relationship the firm discloses as a potential conflict and subject to due diligence. The firm also permits licensed insurance agents to sell fixed and indexed insurance products to clients (with commission compensation) and makes notable use of the Altruist custodial/third‑party manager ecosystem, including optional Altruist One subscriptions and related soft‑dollar benefits.

To learn more about the advisors currently working at Intrepid Wealth Partners, 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.