Your Career Evolved — Build Your Legacy. Keep Your Autonomy.
Grow faster, more efficiently, and with more joy!
”RIAs that grow fastest do both—they bring existing books and accelerate organic client growth. At intentional, we provide the infrastructure, brand, support and community so you can keep your book and grow it faster than you could solo.”
James Roberts, Founder - Intentional
We were once you. We know what you don’t on this side.
Why Choose Intentional?
You keep at least 85%+ Payout with ZERO hidden fees
We’re building or growth. Median AUM + 16% in our industry; we’ll help you own an unfair share.
You plug into the Intentional ecosystem — brand, community, marketing built for the advisor-owner.
We handle technology, operations & compliance so you can focus on clients.
We will help you close the highest net worth clients in your network
We have FUN while helping clients from other firms.
For ADVISORS — Why Partner with Intentional?
We are not looking for just any advisor.
We are looking for the ones who give a damn — about clients, about meaning, about doing this business the right way.
KEEP MORE OF WHAT YOU EARN
No smoke. No mirrors. Payouts start at 85% with zero hidden fees, no confusing grids, and zero bureaucracy between you and your clients.
GET REAL SUPPORT — NOT LIP SERVICE
Access the kind of resources private banks brag about: advanced estate and trust design, philanthropic strategy, customized fixed income, and hands-on tax collaboration that actually helps you win.
WIN BACK YOUR TIME
Focus on clients, partners, and the people you love. We’ll handle the noise so you can amplify the signal.
ALIGN WITH YOUR PURPOSE — OR BORROW OURS
We’re built on curiosity, compassion, and conviction. If you have a “why,” bring it. If you’re still defining it, we’ll help you find it.
Because at Intentional, you don’t just build a book — you build a life that stands for something.
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, we also work with clients building toward that level. We’re here to help you scale alongside your clients.
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.
What Advisors & Clients can Expect?
Simplicity & transparency
Minimum Payout of 85%
Zero Hidden Fees
Wealth Building Strategies
Portfolio Management Consultation
Alternative Investment Opportunities
Experienced Transition Team
Advanced Resources
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
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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