top of page
hear what all the talk is about

press

room

category

intellisteps_phone_mockup_01.png

ready to take your first step towards financial health?

"Corona Crash"

check out our

survival kit

corona-crash-main-cover-link_edited.jpg

intellicents is Recognized as One of NAPA’s Top DC Advisor Firms for the 2nd Year in a Row

AEnB2UqpUjupgtjCwsXL4HNuex7Jo565CXV9FpKkVV_4_FDWRFmgXA1K1-jY8FEjmAY8CpfcS7ZR4Rugkrpdu1NroB

The National Association of Plan Advisors (NAPA) has published its list of top defined contribution (DC) Advisor Teams which is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. intellicents was ranked on the list of multi-office firms for the 2nd year in a row.


NAPA-Net, which compiled the listing, stated, “...advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.”

recent press

intellicents enters the Ohio market

Will the Retirement, Wealth, and Health Convergence Result in ‘Relationship Pricing?’

intellicents named to 2022 list of Top DC Advisor Multi-office Firms

bottom of page