A Virtual Financial Advisor Practice

Our objective is simple; to help our clients realize their hopes, dreams & goals
through the leverage of highly customized solutions.

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Our Services

Investment Management

You work hard for your money. We believe your money should work just as hard, if not harder, for you. We believe your investments should be managed in direct relation to your needs and not based upon what your family, friends, and coworkers are doing. Utilizing what we call a "return needs approach"...

Insurance Solutions

We believe insurance should help you sleep at night Life has many risk & uncertainties. Insurance is simply a tool to transfer those risks & uncertainties. Through our financial planning process we help you identify the potential risks in your life, and more importantly how to protect your family, b...

Retirement Income Planning

You have done the hard work, you've made the money, how do you turn it into income? One of our specialties is in meeting the income needs of investors & retirees who have or are looking to retire earlier than the norm, and have accumulated funds from sources like: Sold or are planning on selling the...

Skymiles

Learn how to leverage money you are already spending to earn free flights with skymiles. Derek is an avid world traveler, having traveling almost 1 million miles on just one airline! Through all his travels he has learned a variety of travel hacks to help reduce or even get free flights, hotels, car...

Financial Planning

People Don't Plan to Fail, They Fail to Plan One of the reasons people don't realize their hopes, dreams & goals is because they fail to plan for them. By collaborating with our team of expert advisors to build an actionable financial plan, you will increase the likelihood of getting all that you wa...

Our Story

Meet our Founder

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Derek N.H. Notman, CFP®

Founder/CEO

derek@intrepidwealthpartners.com

Hello, my friends call me Derek or DJ.  Thank you for taking the time to visit my website to learn more about our team and what we do.  I am a CERTIFIED FINANCIAL PLANNER® and the Founder of Intrepid Wealth Partners.

As a Virtual Certified Financial Planner® Professional, my passion is helping the Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families who are creating our future, to realize their hopes, dreams & goals through the powerful leverage of our online financial planning process.

My passion even led me to create a video series, Intrepid Insights, where I speak with entrepreneurs from all walks of life to learn from them on a personal level.

Please think of me and the Intrepid team as your resource. Please contact me with any questions you may have. I look forward to hearing from you!

Cheers,

Derek

Love Your Finances Blog

Love Your Finances Blog

A place to fall in love with your money

and take the path to realizing your hopes, dreams, and goals.