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.
“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
The Roaring Twenties
I am begging your indulgence in me pursuing a theory in this blog format. If you are not interested in the inner workings of my brain, you may want to stop reading here. Otherwise, join me, won’t you? As I have previously stated in this blog, this is our first...
Books
As of this writing, I have read 35 books in 2020. It seems like a lot when I think about it and I suppose it is. I have learned to love to read and always have a book or two going at the same time (and one with me at all times). I fill idle time with reading but...
Relationships > Opinions
Do you remember the greater than (>) and less than (<) symbols from your childhood math class? You may have been taught, the same way I was, to imagine that the symbols represented an alligator’s mouth opening and he was always going for the larger amount. If...