A Virtual Financial Advisor Practice

Committed to helping Elite Frequent Flyers realize their hopes, dreams, and goals through tailored solutions for your specific needs by blending expert human advice with robust technology to save you time and money through our Virtual CFP© model, empowering you to enjoy life today while still planning for tomorrow.

 

We specialize in working with frequent flyers, like Delta Diamond Medallion Members & Luxury Travelers who are CEOs, Founders, Business Owners, and C-Suite Executives because our founder is one.  Our founder, Derek Notman, has been a Delta Diamond since 2015 and has started multiple successful businesses.

 

Our firm has been working virtually since 2013 with clients coast to coast.  As a Certified Financial Planner© (CFP©) Derek acts as a fiduciary for his clients, legally putting their interests ahead of his or his firms, through objective and expert advice.  Here is a list of people that are already familiar with the work we do and know our commitment to trust, integrity, and accountability is at the core of what we do.

 

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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

Skymiles Audit Learn how to leverage money you are already spending to maximize your skymiles and loyalty programs. Derek is an avid world traveler, 5 time Delta Diamond Medallion Member and will hit million miler status with Delta in 2020! Through all his travels he has learned a variety of travel...
 

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 financial freedom...

Meet our Founder

Derek N.H. Notman, CFP®

Founder/CEO

derek@intrepidwealthpartners.com

I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure. I grew up in the Midwest in a divorced family and started my journey with money and business when I was just 12 years old.

A few bits about me:
● Triple Citizen
● Delta Diamond Medallion Member (Almost a Million Miler)
● Husband and Father
● Car Enthusiast
● Aspiring Surfer
● Jumped out of a plane, willingly!
● Money nerd

I love helping my clients use their money to enjoy life today while still planning for tomorrow. I help them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a robust virtual financial planning process.

As a Virtual Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize helping frequent flyer CEO's, Founders, Business Owners and C-Suite Executives manage their money so they can do what they do best. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs!

Please think of me and the Intrepid team as your expert virtual resource. Please contact me with any questions you may have.

Cheers,

Derek

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