Virtual Financial Advisor
 

Financial advice from anywhere

Intrepid Wealth Partners has been leading the way as the Virtual Financial Advisor practice of the future since 2013.

Embracing an entirely virtual model puts us apart from the rest of the pack.

As a Virtual financial planning practice we are able to save our clients time & money while being able to help you regardless of physical location.

By combining robust technology with human advisors we are helping improve all aspects of financial, investment, and insurance planning for our clients. 

What does it mean to be "Intrepid"?  We think it means to be a Leader, to be Bold, Dynamic, Adventurous, and Spirited.  What does it mean to be "Patriotic"?  To love ones country and uphold all that it stands for with our rights as a free nation as our guiding North Star.

Our passion is working with Intrepid World Travelers who love experiencing all the world has to offer while at the same time supporting their home country to ultimately help people to enjoy life today while still planning for tomorrow.

Come join us, it's better here....

Learn More About The Services We Offer Here

 

    About Our Founder
     

    Derek N.H. Notman, CFP®

    Founder/CEO

    derek@intrepidwealthpartners.com

    I am married to my lovely wife Amanda.  We have an 10 year old son (going on 16!) Neary, and a rescue dog, Barley, who is an English Setter that we rescued from Lebanon!  We love to travel, meet new people, and cherish the liberties and freedoms we have as patriots of our great nation, the United States of America.


    Our Logo
     

    Sic Viresco:  "Thus I Flourish"

    This is the motto our founder's family has used for generations.  The picture of the oak tree in our logo is part of our founder's family crest which symbolizes strength, stability, and prosperity, all while pursuing new growth. 

    We believe the statement, "Thus I Flourish", encapsulates everything it means to be a patriot.

    This tree symbolizes how we work with you, providing a solid footing while helping pursue, protect, and manage new wealth.

    Have specific investment or portfolio questions?

    contact us today!

    Tribe of Luxury Blog

    Life is too short, why not enjoy it in luxury?