About Us
Built from Defining Moments
I did not set out to build a different kind of financial firm.
I set out to survive a few years that changed everything.
In 2014, my brother was diagnosed with cancer. Two years later I was a passenger in a car accident I should not have walked away from. Then our son Hudson was born as only the 46th documented case in the world with his rare genetic syndrome.
Three events. Four years. A complete recalibration of what matters.
Up until then I had built a career around helping people accumulate wealth. Grow the number. Hit the target. Reach the finish line.
But those years forced a harder question.
What is the finish line actually for?
I did not have a good answer. And I realized most of the people I was working with did not either. Not because they were not smart or successful. But because nobody had ever asked them. The industry had trained all of us to focus on the destination without ever examining whether it was the right one.
That is where Intentional came from.
Not from a business plan. From a conviction.
what we believe
I spent years watching smart, successful people make financial decisions from a place of anxiety rather than clarity.
Not because they lacked information. They had plenty of that.
It was because nobody had ever helped them separate what they actually wanted from what they had been told to want.
A century of marketing by large financial institutions has conditioned most people to measure success in numbers. Bigger portfolio. Earlier retirement. Higher rate of return. Those are not goals. They are proxies for goals. And building a financial plan around a proxy is how you end up wealthy and unfulfilled at the same time.
We believe the most important financial work happens before a single dollar is invested.
That is not a tagline. It is how we actually operate.
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.
If you're ready to grow with intention, let’s start the conversation.
FAQ
-
Yes. As a Registered Investment Advisory Firm we have a legal and ethical obligation to do what is in the best interest of our clients at all times. That is not negotiable. We do not offer commission based products and we do not get paid to recommend anything. Our only interest is yours.
-
We charge a fee based on a percentage of the assets we manage for you. That is it. No commissions. No product sales. No hidden incentives. When your wealth grows, we do better. When it does not, we feel that too. That alignment is the whole point.
-
We offer private wealth management, investment management, financial planning, tax planning, estate and legacy planning, and philanthropic strategy. But the honest answer is that we do not think of these as separate services. They are all connected. A tax decision affects your estate. An exit affects your identity. A legacy decision affects your family for generations. We work on all of it together, not in silos.
-
Most financial planning is built around assumptions that were never examined. Assumptions about what you want, what success looks like, and what your money is supposed to do. We start before any of that. The Intentional Way Assessment analyzes 193 data points about how you actually think, decide, and relate to wealth. What comes out of that process is not a generic financial plan. It is a framework built around who you are. That is what makes the work different..
-
We custody client assets with Raymond James Financial, headquartered in Tampa, Florida. We chose them because their values align with ours. Family. Loyalty. Stewardship. Quiet integrity. Those things matter to us as much as the technology and infrastructure do.
-
We are fee conscious by conviction, not just by policy. We use ETFs, individual equities, individual bonds, and a limited selection of mutual funds. For qualified investors we also offer access to alternative investments and private placement opportunities. Every investment decision starts with the same question: does this fit your life, your timeline, and your actual goals?
-
Business owners. Executives. Families navigating real complexity. People who have built something significant and are now facing decisions that carry real weight. Most of our clients have outgrown the advice they were getting somewhere else. They are not looking for a quarterly statement and a model portfolio. They are looking for someone who thinks a few steps ahead for them and earns the right to make a recommendation before making one.
-
We are based in Fort Mill, South Carolina. We serve clients across North and South Carolina and nationally. The work we do is relationship driven and planning intensive, so geography has never been a barrier for the right client.
-
Selling a business is one of the most complex moments of a person's financial life. Most advisors show up after the deal is done. We start long before the transaction is on the table, because the decisions made in the years before a sale often determine how much wealth is actually kept and what life looks like on the other side. The financial piece is only part of it. The personal transition is where most people are underprepared.
-
It is the moment when something illiquid becomes capital. A business sale. A private equity recapitalization. A significant real estate transaction. These are among the most consequential financial moments of a person's life. Done with proper planning they create generational wealth. Done without it they create tax exposure, emotional confusion, and decisions that are very hard to undo.
-
It is a 30 plus minute psychometric evaluation that surfaces how you actually think about wealth, risk, and decisions. Not how you think you think. How you actually think. Most people have never seen a picture of themselves that complete. It is not a risk tolerance questionnaire. It is the foundation everything else is built on. We do not skip it.
-
Yes. It is some of the most important work we do. Documents alone do not build legacies. Wills and trusts matter, but the harder conversations are about governance, alignment, and intent. How is wealth communicated to the next generation? What happens when values conflict? How do you make sure that what you built supports the people who come after you rather than complicating their lives? Those conversations require trust and they require time. We make space for both.
-
Large institutions are built for volume. Their model works at scale, which means advice gets standardized, relationships get handed to junior staff, and the recommendations you receive are shaped by what the firm offers rather than what you actually need. We work with a limited number of clients on purpose. The planning we do requires genuine attention and real time. We do not sell products. We do not earn commissions. We keep our client list small because depth matters more than volume. For the right client that difference is everything.
