Your Virtual Financial Advisor
We specialize helping self-minted millionaires who travel the world in luxury make more informed and effective financial decisions that make them feel relieved, confident, self-assured, and empowered - and great about your wealth.
We serve people who created their own wealth through our commitment to trust, integrity, and accountability.
We help our clients realize their hopes, dreams, and goals so you can live your best life today & tomorrow.
We do this with highly customized and tailored solutions for your specific needs by blending expert human advice with robust technology through our Virtual Financial Advisor CFP© model.
Our firm has been working virtually since 2013, pioneering the Virtual Financial Advisor Movement.
Does all of this resonate with you?
If so, the first step is to see if you fit the profile of the people Whom We Serve, if you do then the next step is to schedule an introductory virtual meeting to get acquainted.
If we don't like each other, we won't trust each other. If we don't trust each other than we will never work well together.
We will know within 15-20 minutes if working together makes sense.
Meet our Founder
Derek N.H. Notman, CFP®
I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it!
A few bits about me:
● Triple Citizen
● Delta Million Miler
● Husband and Father
● Car Enthusiast
● Aspiring Surfer
● Jumped out of a plane, willingly!
● InBusiness Magazine's 40 Under 40 Class of 2019
● Money Nerd
I love helping my clients leverage their money to live their best life today & tomorrow.
As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize working with self-minted millionaires who love luxury world travel. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.
Please think of me and the Intrepid team as your expert virtual wealth partner feel free to contact me with any questions you may have.