Thoughtful financial planning for life’s changing goals

Financial Intelligence | Proactive Advice

We care about you and your goals. That’s why we start every client relationship with a comprehensive financial plan to provide the foundation for all of our decisions. We use our team’s experience and judgment to provide proactive advice and disciplined investing for you and your family.

Individuals

We provide holistic financial guidance to business owners, professionals and their families.

Businesses

We help plan sponsors establish and manage a successful company retirement plan.

Our holistic approach is to look at everything in your life, and then build and manage a financial plan to coordinate it all.

What to expect

We begin with a detailed conversation about your needs and wishes to design a comprehensive financial plan. We create an investment strategy using the appropriate risk to help reach your goals.

We monitor, review and adapt to help make sure you are on track to meet your financial objectives.

Family Office

Family office level of attention for all financial matters – a comprehensive mix of financial planning, management and coordination.

Comprehensive Planning

Let us personalize a financial plan that encompasses far more than just your investments – from budgeting to tax strategies to wealth transfer.
We offer the ease of having personal financial counsel at your fingertips, reminiscent of a family office.

Contact us to learn more

Highly Credentialed

See what our many professional designations mean to you and your financial future.

Highly Experienced

Discover a collaborative team with areas of expertise in a diverse range of disciplines.
Our experience with longevity planning has taught us the value of addressing aging issues early and often.

Relevant guidance in step with your life

Client Corner

Issues and informative articles around aging, life and health

After the close

Market insights and intelligence for the educated investor

Connect with us

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure