Personalized financial planning, service, and advice
FOR YOU AND YOUR FAMILY Learn about our missionIntegrity 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.
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.
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
“Those Were the Days”
What were you doing in the late 1970’s? I was across the street from my office at the Traverse City Junior High School. I was tiny and cute. I was painfully shy and excelled at math. When not in school you would find me traipsing through the woods, building forts...
Streaming Music and the Destruction of the Mona Lisa
I’ll tell you one thing I just rediscovered, and it really surprised me. Long ago, way before music was digital and streamable, I used to listen to albums; entire records… as they were intended by the artist. I listened to many of them so frequently that as one song...
Creative Expression
Do you have an outlet for creative expression? Remember when you were five years old, and you were an artist? What happened to you? My guess is that someone at some point told you to stay in your lane and that you were not an artist. I could be projecting my own...