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financial guidance that grows with you, from your first job to retirement and everything in between.
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We go beyond traditional financial management. At intellicents, we help American workers turn financial goals into real-life dreams through smarter advice, modern technology, and a people-first approach.
intellicents mission
smart, integrated financial solutions that support your work, your life, and what matters most
what we do
Comprehensive financial solutions designed for life and work.
Beyond funds and fees — we help secure your plan’s future while empowering employees to reach theirs.
Custom coverage strategies that protect what matters most — without the annual “juggle.”
Personalized planning for every chapter of life, built on a full-picture understanding of your goals.
From startup to succession, we help you grow with confidence — and plan your next move.
A simple, proven process that improves employee outcomes and builds financial confidence at work.
Our power lies in both: an expert team with heart and innovative tools that make managing money simpler than ever.
people smarts
Comprehensive financial solutions designed for life and work.
smart tech
about technology that works for you every set of the way
a collection of perspectives, lessons, and real-world stories to help you navigate an ever-changing financial landscape
On this page*, we write about our client & venture engagements, our successes - but also hiccups in our industry and what we can do to learn from them.
straightforward, expert-backed learning built to empower individuals, employers, and families
Stay informed with expert-led webinars and practical resources that make financial learning approachable.
take the next steps
Does your current advisor have intellicents? Let’s talk about how we can help you build a financial life you love.
dreams, make it real dreams, make it real dreams, make it real dreams, make it real dreams, make it real dreams, make it real dreams, make it real
forever starts here
How employee ownership fuels growth, succession, and purpose at intellicents.
Being a forever company isn’t just about where we’re going—it’s about appreciating how we got here. It’s about recognizing the people, moments, and choices that have shaped who we are today.
Matt Twedt
I may not own shares, but I’ve found something equally valuable – the chance to build a career that challenges me, fulfills me, and continues to grow right alongside this company
Maranda Tufte
When I joined intellicents, something felt different immediately. This wasn’t just another financial firm. Here, I found a company that values people first – that listens, that invests in you, and that gives you the opportunity to own a piece of what you’re helping to build.
Nick Holmes
forever company
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