We didn't build Intellus Advisors only to grow a business.
We built it to do meaningful work.
There are plenty of wealth management firms in Florida. Most of them are chasing the same thing - more assets, more clients, faster growth. We decided early on that we weren't interested in that race.
What we wanted was something harder to build: a firm where clients are genuinely known, where advice is given without an agenda, and where every person on our team shows up because they care.
We are a fee-only fiduciary firm - always working in your interest. Every recommendation starts with understanding your life, your family, and what you want your wealth to do.
Fee-only
No commissions. No product quotas.
Fiduciary
Always acting in your interest, legally.
Custom portfolios
Built for you.
Started with a belief.
Built over decades.
Founded
Every great plan starts with a real conversation. We learn what matters most to you — your goals, your family, your timeline — before we recommend anything.
Independent
Launched fully independently to build the firm exactly as it was always meant to be - with the right people and the right culture.
Multigenerational
Clients who started with us bring their children and grandchildren. That continuity defines who we are.
We work with people at the moments that matter most.
Our clients don't share a balance sheet. They share a belief that financial guidance should feel like a partnership - not a transaction.
The Intellus Difference
Our guiding philosophy:
We're here for your whole family.
Our practice spans generations. We work with parents, adult children, and grandchildren - keeping a family's financial story coherent across decades.
We build your portfolio - not a template.
Our Investment Committee builds and manages each client's portfolio from the ground up, based on your unique situation and goals.
Your Advocate. Always.
We don't just manage your wealth — we defend it, champion it, and fight for every decision that protects what you've built and advances what you're working toward.
We don't want all clients. We want the right ones.
We are selective about who we work with - not because we're exclusionary, but because a great advisory relationship requires genuine fit.
Fee-only & Fiduciary.
No commissions. No product quotas. Legally obligated to act in your interest at all times. Every time.
The service is the point.
We have invested heavily in the people and infrastructure needed to deliver a level of service and advocacy clients haven't experienced before.
Every client relationship begins with a conversation about your life.
Before we make a single investment recommendation, we spend time understanding your goals, concerns, and what you want your financial life to look like in 10, 20, or 30 years.
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Wealth Management & Financial Planning
Comprehensive planning covering income, taxes, insurance, and estate. Every client starts here.
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Retirement & Income Planning
Social Security optimization, distribution planning, tax-efficient withdrawals, ongoing adjustments.
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Portfolio Management
Custom portfolios built by our Investment Committee for your specific needs - not a prefab model.
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Divorce Financial Guidance
Asset division, income planning, tax strategy, and long-term rebuilding guided by a Certified Divorce Financial Analyst® (CDFA®).
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Estate & Life Planning
Wills, trusts, titling, beneficiary review - coordinated with your estate attorney and CPA.
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Corporate Retirement Plans
Plan design, fiduciary oversight, employee education, and ongoing management for business owners.