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we help you move forward with clarity.
At intellicents, we believe financial guidance should feel clear, steady, and connected. It should not feel complicated or overwhelming.
We work with employers, business owners, individuals, and families to bring structure to important financial decisions. Whether that means designing employee benefits, strengthening retirement plan strategy, building a personal financial plan, or preparing for a business transition, our role is consistent.
Our services are designed to work together so decisions in one area support progress in another.
retirement and insurance
Employee benefits consulting and retirement plan advisory services designed to support organizations and the people who power them.
worksite financial planning
Workplace based financial guidance that helps employees reduce stress and help build stronger financial foundations.
wealth management
Comprehensive financial planning and investment guidance aligned with your goals, values, and stage of life.
exit planning
Strategic support for business owners preparing for growth, transition, or life after ownership.
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our core services
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intellicents mission
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.
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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
ready for a financial partner built for the long term
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
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