About | Intrepid Wealth Partners
CERTIFIED FINANCIAL PLANNER®
Trusted CFP® For Entrepreneurs, Founders, Business Owners, Startups and Their Families. Helping you from startup through exit.
Thank you for visiting our website! As experts in financial planning we are passionate about helping others. We have designed our entire process around our clients, focusing on getting to know you and being transparent through every step of the planning process.
Our service & pricing structure is simple, straightforward, and designed to grow with you.
Please use our website to familiarize yourself with Intrepid Wealth Partners:
Founder & CEO