Our Team
The people behind
the philosophy.
Intentional is a small firm by design. Every client relationship runs through James directly. That's not a limitation. That's the point.
Founder
James Roberts
Founder, Intentional LLC
James has been in the investment services industry since 2007. Based in Fort Mill, SC and serving clients across the Charlotte region, Charleston region, and nationally, he's spent nearly two decades seeing what most advisors miss: the numbers are rarely the problem.
The reason James entered this industry and the reason he stayed are completely different things. He came in his twenties for the obvious reasons. To build a career, make a real income, and help people along the way. Reasonable enough.
What kept him here was something he didn't expect to find. The clients who struggled most weren't the ones with the smallest portfolios. They were the ones whose wealth had grown far beyond what they'd ever planned for. No framework for what it actually meant. The money was there. The clarity wasn't.
That gap is what Intentional exists to close.
The shift
Why investment returns matter.
And why they're not enough.
"Wealth is supposed to fit your most treasured identity. Your identity is not supposed to fit your wealth goals."
James spent years doing what the industry trained him to do: optimize portfolios, manage risk, build plans. He was good at it. But something kept surfacing in client conversations that no financial model accounted for.
People would hit the numbers they'd spent decades working toward and feel nothing like what they expected. Or they'd make financial decisions that directly contradicted everything they said they valued. Not because they were irrational. Because nobody had ever helped them understand the relationship between who they are and how they use their wealth.
That realization changed everything about how James works. Investment returns still matter deeply to him. The mechanics of tax strategy, estate planning, and liquidity are not afterthoughts. But they're in service of something bigger now: helping each client build a financial life that actually reflects who they are.
That's the work. That's what keeps him in this industry.
The Team
Photo coming soon
Lily Spiering
Executive Assistant
Lily keeps the firm running with the kind of precision and care that high-touch client relationships require. She is the first point of contact for scheduling, coordination, and ensuring that every client interaction with Intentional is seamless from the first conversation forward.
Her role is straightforward in title but significant in practice. When clients reach out, Lily is who makes sure nothing falls through the cracks.
Work with us
Ready to start
the conversation?
Every Intentional relationship begins the same way. A conversation with James. No pitch. No agenda. Just an honest look at where you are and where you want to go.
Schedule a conversation30 minutes. No pitch. No pressure.