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.

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When you think of the fifties, what comes to mind? Poodle skirts? Bobby socks? How about the seventies? Leisure suits? Puka shell necklaces? It seems like some decades have a remarkable or notable look or feel about them. For sure the last “Roaring 20’s” did; I...

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by Brian Ursu | Dec 5, 2019 | Brian's Blog

“Be the change that you wish to see in the world.” Mahatma Gandhi Unless you have been living as a hermit high upon a mountaintop you surely must have noticed the divisiveness in our country. I’m afraid this is somewhat of a common theme for me, but I feel that...

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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...

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