INTENTIONAL FINANCE, LLC

Overview

Intentional Finance, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a capital allocator: it builds client portfolios from a core of public mutual funds and supplements those holdings with access to third‑party alternative managers across private equity, venture capital, real estate, commodities and collateralized debt. Its client-facing services include financial planning, portfolio management for both individuals/small businesses and institutions, selection of sub‑advisers, pension consulting work, and educational workshops. The firm charges a mix of percentage‑of‑AUM fees alongside hourly and fixed fees, giving flexibility for clients who need planning or project work outside ongoing asset management. Intentional Finance reports no active ESG investing program and lists an industry affiliation with an insurance company, which can indicate they integrate insurance solutions or coordinate with insurance specialists when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices