We help our clients realize their hopes, dreams, and goals so you can live your best life today & tomorrow.
Virtual Financial Advisor
We love helping Intrepid World Travelers make more informed and effective financial decisions that make them feel relieved, confident, self-assured, and empowered - and great about their wealth.
Watch this fun & inspiring short video for a taste of living 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.
Intrepid Wealth Partners pioneered the Virtual Financial Advisor model.
(As of September 2022 we are no longer taking on new clients unless they are a direct referral from an existing relationship)
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.
We'll know within 15-20 minutes if working together makes sense.
If we don't like each other, we won't trust each other. If we don't trust each other than none of the other stuff matters.
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
● World Traveler and Delta Million Miler
● Husband, Father, Patriot
● Car Enthusiast
● Aspiring Surfer
● I love the United States of America
● 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 love working with Intrepid World Travelers who love adventure as much as their country. 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.