all the resources of a Major Wealth management firm with the benefits of a boutique firm.

Join a firm where your impact grows as fast as your success.

“My aUM multiplied and my enjoyment in the business soared, when i stopped trying to look like everyone else in the industry.”

James Roberts, Founder - Intentional

we built this to support our own advisory practice

What Makes Us Different?

We secured resources & expertise that we could never find before

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We aligned our firm with relationships we’re proud of

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We challanged our own fears & vulnerabilities

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We eliminated the hidden fees we’ve despised

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Our AUM increased, so we want to share with others

Why Partner with Intentional?

  • Keep More of What You Earn: Enjoy payouts starting at 85%, with ZERO hidden fees or confusing grids.

  • More Support that Leads to New Business: We provide you with resources to rival Private Banks and Family Offices (advanced estate & trust planning and review, philanthropic strategies, customized fixed income, tax strategy collaboration).

  • Be Heard & Valued: Join a team that values humility, service, and genuine curiosity. We prioritize deep relationships and a team-oriented approach over ego.

  • Align with Your Purpose or Borrow Ours: Partner with a firm that prioritizes personal values into wealth management, helping you and your clients to achieve meaningful financial journeys.

Who We’re Looking For

We're expanding—but not with just any advisor. We're seeking advisors who:

  • Have an existing book of business to transfer

  • Are looking to expand their resources to help service existing clients and attract new cilents

  • Embrace true teamwork and lead with compassion.

  • Treat your clients like a friend or family member

While our platform is tailored for ultra and high-net-worth households, many of our advisors work with clients building toward that level. We’re here to help you scale alongside them.

Resources & relationships

Credentials Matter. Character Matters More.

Plenty of firms showcase impressive résumés and credentials — and we can match up with any of them. Our team includes professionals with Master's degrees in Taxation, Chartered Financial Analysts (CFAs), Certified Exit Planning credentials, and attorneys skilled in advanced estate planning strategies.

But what truly sets us apart isn’t just what’s on paper — it’s how we show up.

At Intentional, technical excellence is paired with something harder to find: a culture of humility, service, and genuine curiosity. We don’t lead with how smart we are — we lead by listening. Because understanding what you need matters more than showing what we know.

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What Should You Expect?

Simplicity & transparency

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Minimum Payout of 85%

Zero Hidden Fees

Wealth Building Strategies

Portfolio Management Consultation

Alternative Investment Opportunities

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Experienced Transition Team

Client Resources

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Exit & Succession Planning

Family Governance

Private Banking Solutions

Estate & Legacy Planning

Trust Services

Philanthropic Strategy and Planning

Pick a Convenient Time to Talk with Us

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Ready to learn more about how our process may be able to help you maximize your wealth alongside of your joy. Chat with us for a quick 15 minute call to learn more or answer your questions.

Contact Us

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