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

    Hi, I'm Derek!  I'm married to my lovely wife Amanda.  We have an 11 year old son (going on 16!) Neary, and a rescue dog, Barley, who is an English Setter that we rescued from Lebanon!  

    I dislike ties, love flip-flops and board shorts, and enjoy challenging the status quo.  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:
    ● Dual Citizen
    ● Delta Million Miler
    ● Husband and Father
    ● Car Enthusiast
    ● Aspiring Surfer
    ● Jumped out of a plane, willingly!
    ● NAIFA Leading New Advisor of the Year Award for the State of Vermont 2008
    ● InBusiness Magazine 40 Under 40 Class of 2019
    ● Riskalyze Advisor Appreciation Award 2022
    ● WealthManagement.com Wealthies Rising Star of the Year Award Winner 2022
    ● Money Nerd
    ● Fintech Founder

    I entered the financial services industry in 2006 and experienced a high level of success early on which I attribute to the philosophy of "do what is right for my clients and eventually I will get paid."  After 3 years I started my own firm.

    In 2013 I made the decision to transition my practice to a Virtual model.  I did this to best serve my unique clientele while also ensuring a great life-work balance for me to spend more time pursuing my passions and enjoying more of life's moments with my wife and son.  I am no longer taking on new clients other than direct referral for my RIA.

    Knowing the financial industry & profession as both an advisor & fintech founder has given me unique perspective on how to address and tackle some large problems which I am laser focused on doing with my work at Couplr.


    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?