independent. employee-owned. built to last
intellicents is an independent, employee-owned financial advisory firm providing financial planning, retirement plan consulting, wealth management, and group insurance with a long-term perspective.
We’re not built for transactions. We’re built for continuity.
quality
"A" papers
innovation
pioneers
courage
willing to be first
passion
love for what we do
collaboration
play well with all
get to know the people of intellicents
The people at intellicents bring a wide range of experience, backgrounds, and specialties. What they share is a commitment to helping individuals, families, and organizations better understand the financial decisions in front of them.
Take a moment to learn more about the people behind the work.
Behind every client relationship at intellicents is a team of people working together to support the work we do.
Our team includes professionals across financial planning, retirement plan consulting, employee benefits, wealth management, client service, operations, and business strategy. Some team members work directly with clients, while others support the systems, research, and coordination that help ensure everything runs smoothly.
Each role plays an important part in how we serve individuals, families, employers, and organizations.
Financial guidance is rarely the work of one person. It reflects the collaboration, communication, and shared effort of the people who make up the firm.
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Collaboration is a key part of how we work at intellicents.
Our advisors, planners, consultants, and support staff work across areas of expertise to help bring perspective to the financial decisions our clients face. This approach allows us to coordinate planning, benefits, investments, and retirement strategies so they stay aligned over time.
It also reflects the culture of our firm. We believe good work happens when people support each other and focus on serving the people who place their trust in us.
ownership changes everything
As an employee-owned financial advisory firm, our advisors are invested in the firm’s future. When ownership is shared, accountability deepens—and clients benefit from stability and aligned incentives.
independent by design
We are not private equity-backed. We are not built to be acquired. Our independence allows us to prioritize long-term client outcomes over short-term returns.
designed for people. built for organizations.
From corporate retirement plans and employee benefits strategy to individual financial planning and wealth management, we serve clients at every stage of growth and life.
how we work
Being employee-owned means our advisors and team members have an ownership stake in the firm. This structure aligns our people with our purpose and reinforces long-term decision-making. Instead of answering to outside investors, we focus on sustainable growth, client continuity, and long-term financial well-being.
As an independent financial advisory firm, intellicents is not owned by a large financial institution or private equity group. Independence allows us to design financial planning, retirement plan consulting, and insurance strategies based on client needs—without pressure from outside shareholders.
We provide integrated financial services, including:
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Comprehensive financial planning
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Wealth management
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Retirement plan consulting for employers
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Group insurance and employee benefits strategy
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Business success and exit planning
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Worksite financial planning
Our approach connects these services to create cohesive, long-term strategies.
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We work with:
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Employers seeking retirement plan consulting and fiduciary guidance
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Organizations designing employee benefits and group insurance strategies
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Individuals and families seeking financial planning and wealth management
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Business owners looking to optimize their back office and plan for their transition
We serve clients across income levels and life stages—from underserved workers to high-net-worth families.
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A forever company is designed to outlast individual leaders or ownership transitions. Through employee ownership and succession planning, intellicents is structured to provide long-term continuity for clients, employees, and communities.
Succession planning protects client relationships and ensures continuity of service. By proactively planning leadership transitions, we reduce disruption and preserve long-term strategies—especially important for retirement plans and multi-generational wealth planning.
Yes. When we provide retirement plan consulting services, we act as a fiduciary and are legally required to act in the best interests of our clients. Depending on the engagement and as agreed to in writing, we may serve as an ERISA Section 3(21) fiduciary or as a Section 3(38) investment manager.
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
