About Us
Built from Defining Moments
In 2014, just two years after our founding, a series of life-changing events reshaped the future of Intentional.
Our founder, James Roberts, faced the unthinkable: his brother’s cancer diagnosis, a near-fatal car accident, and the birth of his son, Hudson — only the 46th person ever born with his rare genetic syndrome.
These experiences sparked a profound shift. James realized that true wealth isn't just about accumulation — it’s about living with purpose, clarity, and impact. Through transforming the way he approached his own life and wealth, he built the foundation of what we offer to every advisor and client today.
You have one life to live.
You can either let it unfold by chance — or you can choose to live with intention, aligned with what truly inspires and motivates you.
From a Practice to a Business
With impact as his currency, James set out to create a model that works to make a difference in the most lives possible. So, he shifted from a the mindset of a financial planner to that of a business owner.
After years of leadership coaching, learning from mistakes, trusting his instincts that he’d far too long ignored, and most importantly the desire to live his purpose, James repositioned the firm to be a place of inspiration and growth for other financial advisors and clients to thrive in.
In 2022, James transitioned the business from the Broker/Dealer Model to a Regisered Investment Adivsory (RIA) model. He aligned with a custodian that matched his own values of family, loyalty, commpassion, charity and servant leadership.
He surrounded his clients with a team of experts that had all the knowledge and expertise that any client could possibly need, while also displaying the humility and compassion that James appreciates in his own life.
Expansion
We’re expanding — but not with just any advisor. We’re committed to growing alongside the right advisors: those who value deep relationships both personally and professionally, seek expert resources to better serve their clients, embrace true teamwork, and lead with compassion, not ego.
Our platform is built to serve clients with $5 million or more in investable assets. For advisors working with clients below that threshold, our specialized resources may not be fully utilized.
If you're ready to grow with intention, let’s start the conversation.
FAQ
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Yes. As a Registered Investment Advisory Firm (RIA), we have a fiduciary responsibility to do what is in the best interest of our clients at all times. This is above and beyond the “Prudent Man” rule of non-fiduciary firms. We do not offer commission based products.
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As a Registered Investment Advisor (RIA), we operate on a fee-based model, meaning we charge clients based on a percentage of assets under management (AUM), rather than earning commissions on product sales. This structure aligns our interests with those of our clients, ensuring transparency and minimizing conflicts of interest in accordance with SEC regulations.
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At Intentional, we offer comprehensive services including private wealth management, investment management, financial planning, tax planning, estate and legacy planning, and philanthropic strategy and planning.
Our dedicated teams work closely with clients to align their financial strategies with personal values and aspirations, ensuring a purposeful and fulfilling wealth experience.
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We utilize our Intentional Way process to analyze 193 unique data points about you so we can tangibly connect how you think, feel & act with your wealth management priorities and decisions.
Unlike traditional firms that focus solely on returns, Intentional takes a holistic approach—combining private wealth management, financial planning, tax strategy, and legacy planning to create sustainable, meaningful wealth beyond just financial success.
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Currently, we choose ot custody our clients assets with Raymond James Financial, headquartered in Tampa, Florida.
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We are fee conscious advisors. As such, we utilize Exhange-Traded Funds (ETFs), Individual Equities, Individual Bonds, and a limited selection of Mutual Funds to help our clients to accomplish their wealth goals.
For our Qualified Investors, we also offer alternative investments and private placement opportunities.
