all the resources of a Major Wealth management firm with the benefits of a boutique firm.
Join a firm where your impact grows as fast as your success.
“Purpose emerges when you deeply understand what matters the most to you.”
- Intentional Founder
We Didn’t Create Our Platform to Recruit
What Makes Us Different?
We built resources that help better serve us and our clients
We focused on avoiding financial waste that litters our industry
We loathe the hidden fees and agendas we experienced
Life experiences birthed an inspiring purpose
We braved stepping outside our comfort zone
Why Partner with Intentional?
Industry-Leading Compensation: Enjoy payouts starting at 85%, with no hidden fees or confusing grids. Our transparent model ensures you keep more of what you earn.
Comprehensive Support: Access white-glove services, including advanced estate planning, philanthropic strategy development, and private wealth advisory, tailored for high-net-worth clients.
Collaborative Culture: Join a team that values humility, service, and genuine curiosity. We prioritize deep relationships and a team-oriented approach over ego.
Purpose-Driven Vision: Align with a firm that integrates personal values into wealth management, helping clients achieve meaningful financial journeys.
Who We’re Looking For
We're expanding—but not with just any advisor. We're seeking professionals who:
Value deep, personal and professional relationships.
Seek in-house expert resources to better serve their clients.
Embrace true teamwork and lead with compassion.
Combine knowledge & experience with servant humility
While our platform is tailored for ultra and high-net-worth households, many of our advisors work with clients building toward that level. We’re here to help you scale alongside them.
Resources & relationships
Credentials Matter. Character Matters More.
Plenty of firms showcase impressive résumés and credentials — and we can match up with any of them. Our team includes professionals with Master's degrees in Taxation, Chartered Financial Analysts (CFAs), Certified Exit Planning credentials, and attorneys skilled in advanced estate planning strategies.
But what truly sets us apart isn’t just what’s on paper — it’s how we show up.
At Intentional, technical excellence is paired with something harder to find: a culture of humility, service, and genuine curiosity. We don’t lead with how smart we are — we lead by listening. Because understanding what you need matters more than showing what we know.
What Should You Expect?
Simplicity & transparency
Minimum Payout of 85%
Zero Hidden Fees
Wealth Building Strategies
Portfolio Management Consultation
Alternative Investment Opportunities
Client Resources
Exit & Succession Planning
Family Governance
Private Banking Solutions
Estate & Legacy Planning
Trust Services
Philanthropic Strategy and Planning
Pick a Convenient Time to Talk with Us
Ready to learn more about how our process may be able to help you maximize your wealth alongside of your joy. Chat with us for a quick 15 minute call to learn more or answer your questions.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
