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.

How Insecure is Corporate America?

by Brian Ursu | Nov 21, 2019 | Brian's Blog

Life certainly has gotten easier with technology. In the last month, I have used my phone to book air travel from Traverse City, arrange for a hotel stay, make reservations for dinner and request a ride from a stranger while in Austin. I managed all of this (and...

First Snow

by Brian Ursu | Nov 8, 2019 | Brian's Blog

It seems each year when the first snow hits the ground, we are a little surprised. Some of us may be horrified at the sight of snow covering the leaves that just blanketed the lawn only days before. I must admit, of all the seasonal transitions fall into winter may...

The Heart of Advice

by Brian Ursu | Oct 25, 2019 | Brian's Blog

“It is only with the heart that one can see rightly; what is essential is invisible to the eye.” The fox to the Little Prince, Little Prince Book by Antoine de Saint-Exupéry, 1943 This quote may be familiar to you as you may have read this book to a child or...

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