Intrepid Wealth Partners is a virtual financing advising firm. Derek Notman, the founder and certified financial planner (CFP) behind the company works virtually to help entrepreneurs, business owners, and C-suite executives create a comprehensive roadmap for reaching their financial goals.
After running a traditional brick-and-mortar business, Derek transitioned to an all-virtual company about 6 years ago. That switch led him to question a lot of the traditional ways of doing business in his industry—including having full-time in-house staff.
“We do everything virtually, and that's one of our distinguishing factors,” Derek said. “We’re very bold about being virtual and setting that trend—especially in times like we are right now.”