Intentional Wealth Advisors

Personalized financial planning, service, and advice

FOR YOU AND YOUR FAMILY

Integrity and Intelligence with Purpose

Intentional Wealth Advisors provides clients in northern Michigan and the surrounding areas with financial planning and wealth management services. Our professionals purposefully serve our clients to address their personal financial goals and guide them through a complex and often emotional economic environment using education and an intentional plan that enables them to focus on what they value most. We operate with the utmost care to provide all services with integrity, compassion, and clear and reliable communication.

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“If you will live like no one else, later you can live like no one else.”

– Dave Ramsey

Core Services

Financial Planning

Let us show you how a Wealth Vision Financial Plan can help you pursue your ideal financial future.

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Intentional Guided Planning

We provide comprehensive services and personalized advice for every stage in your adult life.

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Guided Wealth Portfolios

This platform combines the benefits of a personal financial advisor with sophisticated technology.

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SmartVestor Investing Professionals

The SmartVestor team is a small collection of advisors vetted by the Ramsey organization to be competent, trustworthy, and representative of the Ramsey Solutions message. We are honored to be part of the team.

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Personalized and intentional financial planning to suit the different stages of your life.

Intentional Guided Planning is a service that provides information and direction, helping our clients make better decisions with their resources. Our advisors are really good at meeting you where you are while providing clarity and guidance. We have classified three stages of adult life that focus on a corresponding set of financial priorities and strategies.

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Getting Started

You don’t have to be an expert, but having a basic, working knowledge of things like insurance, budgets, taxes, and investment options is always a good idea.

Mid-Career Adults

At this stage in life, you have a lot of things to keep in mind such as your health, career, children, college savings, insurance, aging parents, taxes, charity work, retirement, and more. We know it’s tough, so we’re here to support you, develop a solid attack plan, and keep you focused on what’s important.

Retired or Nearly Retired

You’ve worked hard, saved, and invested as best you could. If you raised a family, the kids are now independent adults with their own financial goals. Your focus now is that sweet spot in life when work is optional.

That’s Not a Cushion, That’s a Mattress Store

by Brian Ursu | May 17, 2019 | Brian's Blog

Most people have a level in mind of how much money should be on hand in savings or checking so they feel comfortable. This cushion can vary widely from person to person based on their own life experience and what feels right. As a practical matter, I believe that 3...

These CD’s Pay Amazing Dividends

by Brian Ursu | May 3, 2019 | Brian's Blog

I grew up in a home with music, but I have come to learn that not all homes had music. Some homes had TV noise in the background, others had animal noises, and others had children yelling and laughing. It is natural for me to hear music in our home now and I love...

When Life Gives You Lemons…

by Brian Ursu | Apr 18, 2019 | Brian's Blog

Recently we met with a gentleman (we will call him Arthur) who was looking for some help with his approaching retirement. This is not anything new to us. It is exciting for us to see a person approaching this milestone, but they may be approaching it with...

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