A Virtual Financial Advisor Practice

Our passion is to help people enjoy life today while planning for tomorrow.

To help them realize their hopes, dreams & goals
through the leverage of highly customized solutions.

Learn More

Our Services

 

Investment Management

You work hard for your money. We believe your money should work just as hard, if not harder, for you. We believe your investments should be managed in direct relation to your needs and not based upon what your family, friends, and coworkers are doing. Utilizing what we call a "return needs approach"...
 

Insurance Solutions

We believe insurance should help you sleep at night Life has many risk & uncertainties. Insurance is simply a tool to transfer those risks & uncertainties. Through our financial planning process we help you identify the potential risks in your life, and more importantly how to protect your family,...
 

Retirement Income Planning

You have done the hard work, you've made the money, how do you turn it into income? One of our specialties is in meeting the income needs of investors & retirees who have or are looking to retire earlier than the norm, and have accumulated funds from sources like: Sold or are planning on selling...
 

Skymiles

Learn how to leverage money you are already spending to earn free flights with skymiles. Derek is an avid world traveler, having traveling almost 1 million miles on just one airline! Through all his travels he has learned a variety of travel hacks to help reduce or even get free flights, hotels,...
 

Financial Planning

People Don't Plan to Fail, They Fail to Plan One of the main reasons people don't realize their hopes, dreams & goals is because they fail to plan for them. It has been our experience, having helped people with their money since 2006, that the number one reason people don't achieve the financial...

Our Story

Meet our Founder

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Derek N.H. Notman, CFP®

Founder/CEO

derek@intrepidwealthpartners.com

Hello, my friends call me Derek or DJ.  Thank you for taking the time to visit my website to learn more about our team and what we do.  I am a CERTIFIED FINANCIAL PLANNER®, founder of Intrepid Wealth Partners, and creator of the Love Your Finances blog.  

As a Virtual Certified Financial Planner® Professional my passion is helping our clients realize their hopes, dreams, and goals and achieve financial freedom through the leverage of financial planning. I make it a point to help them use their money to enjoy life today while still planning for tomorrow.

I help clients from coast to coast using my robust virtual model and tend to work with people who are founders, creators, risk takers, entrepreneurs, business owners and executives, but truly am open to working with anyone who shares similar passions and philosophies on life, not to mention people who love dogs!

My passion even led me to create a video series, Intrepid Insights, where I speak with entrepreneurs from all walks of life to learn from them on a personal level.

Please think of me and the Intrepid team as your resource. Please contact me with any questions you may have. I look forward to hearing from you!

Cheers,

Derek

Love Your Finances Blog

Love Your Finances Blog

A place to fall in love with your money

and take the path to realizing your hopes, dreams, and goals.