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.
“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.
Intentional Guided Planning
We provide comprehensive services and personalized advice for every stage in your adult life.
Guided Wealth Portfolios
This platform combines the benefits of a personal financial advisor with sophisticated technology.
Whichever step you’re on, we would be more than pleased to coach fellow spenders, savers, and investors through the Dave Ramsey “Baby Steps”. Concepts such as budgeting, “The Debt Snowball,” how people differ in their relationships with money, and building a legacy have become part of our overarching strategy at Intentional Wealth Advisors.
Brian will continue to do what he’s always done – seek to educate people, no matter their age or previous experiences, and help them to proactively make smart financial decisions in an effort to build and preserve their assets.
SmartVestor is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Intentional Wealth Advisors or LPL Financial.
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.
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.
Recent Blog Posts
Spark Joy
What brings you joy? We have all had a long time to ponder this question in the last year and I think it is one that is worthy of our collective pondering. I’m not necessarily talking about what you missed the most in this last year, which is a great question and...
Why Video?
It is no secret that 2020 has shaken the foundational nature of how businesses operate. Change has become a staple in not just our line of work but in everyday life. This year we want to change that narrative by offering a new way to connect and communicate: video....
How to Make a Wealth Transfer Plan
Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don't need to be older to need a wealth transfer plan, nor do you need a large...