Founder and Staff
Our Award-Winning Team Members
Brian M. Ursu, CFP®
LPL Registered Principal, Wealth Manager
Associate Wealth Advisor
Joan Cowley Ursu, J.D.
Advanced Planning, Insurance Consultant
Client Services Manager
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Intentional Wealth Advisors strives to provide clients with some of the best professional and personal service they have experienced in the financial industry by paying attention to detail and getting to know our clients individually. We firmly believe in understanding and pursuing clients’ long-term financial goals based on their personal financial situation and risk tolerance. We also firmly believe in helping clients stay focused on what matters most, in life and in the market.
LPL Financial Chairman's Award 2015 Club (Top 2% of LPL's independent firms based on the advisor’s annual production)
PEAK Practice of The Year 2009 (from 800 membership firms nationwide for "significantly enhanced" client service and "outstanding business growth")