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December 7, 2023
intellicents named finalist for 2023 LUMINARIES Awards for Thought Leadership & Education
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October 13, 2023
intellicents rolls out their intelli(k) PEP
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September 29, 2023
intellicents named finalist for WealthManagement industry awards
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September 12, 2023
intellicents enters the Austin, Texas market
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April 19, 2023
Will the Retirement, Wealth, and Health Convergence Result in ‘Relationship Pricing?’
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March 29, 2023
intellicents named to 2022 list of Top DC Advisor Multi-office Firms
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January 10, 2023
intellicents enters the Ohio market
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December 20, 2022
intellicents named by Pensions & Investments as one of "The Best Places to Work in Money Management"
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November 14, 2022
NAPA names intellicents’ Brandon Budd Top Advisor Under 40
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who we are
services
wealth management
exit planning
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insurance and retirement
products
ichra
personalized foundational plan
pooled employer plan
insights
resources
webinar
blogs
press room
about us
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