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Your Wealth Evolved — The Architecture of Endurance

Intellect builds and guards wealth, but only soul can make its impact everlasting.

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I'm an Advisor

“My business multiplied and my enjoyment in the business soared — when i stopped trying to look like everyone else in the industry.

James Roberts, Founder - Intentional

The Reason we Exist.

What Makes Us Different?

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Because wealth management should feel alive — not stiff

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Because hidden fees don’t belong in an honest relationship

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Because expertise without genuine curiosity is useless; and strategy without compassion misses the point.

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Because what matters most isnt’ money — it’s meaning

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Because life isn’t just about numbers — it’s about the small stuff that makes it all worth it

Because it’s not just wealth — it’s weath evolved and it feels damn good.

Explore A Partnership WIth US
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For ADVISORS — Why Partner with Intentional?

We are not looking for any advisor. We are looking for the ones who give a damn — about clients, about meaning, about doing this business the right way.

KEEP MORE OF WHAT YOU EARN
No smoke. No mirrors. Payouts start at 85% with zero hidden fees, no confusing grids, and no bureaucracy standing between you and your clients.

GET REAL SUPPORT — NOT LIP SERVICE
You’ll have access to the kind of resources private banks brag about: advanced estate and trust design, philanthropic strategy, customized fixed income, and hands-on tax collaboration. We make you sharper, faster, and more indispensable to the people you serve.

WIN BACK YOUR TIME
Spend it where it actually matters — deepening relationships with clients, referral partners, and the people you love. We handle the noise so you can focus on the signal.

ALIGN WITH YOUR PURPOSE — OR BORROW OURS
We’re a firm built on curiosity, compassion, and conviction. Our mission has gravity, and you’ll feel it from day one. If you already have your own “why,” bring it. If not, we’ll help you find it.

Because at Intentional, you don’t just build a book — you build a life that stands for something.

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Who We’re Looking For

We're expanding—but not with just any advisor. We're seeking advisors who:

  • Have an existing book of business to transfer

  • Are looking to expand their resources to help service existing clients and attract new cilents

  • Embrace true teamwork and lead with compassion.

  • Treat your clients like a friend or family member

While our platform is tailored for ultra and high-net-worth households, we also work with clients building toward that level. We’re here to help you scale alongside your clients.

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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.

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What Advisors & Clients can Expect?

Simplicity & transparency

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Minimum Payout of 85%

Zero Hidden Fees

Wealth Building Strategies

Portfolio Management Consultation

Alternative Investment Opportunities

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Experienced Transition Team

Client Resources

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Exit & Succession Planning

Family Governance

Private Banking Solutions

Estate & Legacy Planning

Trust Services

Philanthropic Strategy and Planning

Learn More about Our Sevices

Pick a Convenient Time to Talk with Us

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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.

Set an Appointment

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!

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