About Us

intellicents is an independent, employee-owned financial advisory firm providing financial planning, retirement plan consulting, wealth management, and group insurance with a long-term perspective.

Our advisors, planners, consultants, and support staff work across areas of expertise to help bring perspective to the financial decisions our clients face. This approach allows us to coordinate planning, benefits, investments, and retirement strategies so they stay aligned over time.

We’re not built for transactions. We’re built for continuity.