Albert Lea business expands
Published 7:25 pm Friday, March 15, 2019
Albert Lea business intellicents continues to expand its footprint with the purchase of Retirement Asset Advisory Inc. from Bill Worley and John Cole.
“We have known and respected Bill and John for over 20 years now; so we saw this as a great opportunity for our first entry into the Texas market,” intellicents co-founder and CEO Brad Arends said in a press release. “The Dallas branch will initially focus on offering fiduciary retirement plan investment advisory and management services to area employers, and personal wealth management and financial planning services.”
Worley said intellicents has put together an incredible stable of supporting technology and pricing for retirement plan and personal wealth clients.
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“Their intellicents university financial wellness program is very progressive, and their allmymoney financial wellness app really helps plan participants focus on organizing their financial life and establishing a plan for successful financial outcomes,” Worley said.
“We will now have a lot more horsepower to service our clients,” Cole said. “Their 3(38) discretionary advisory services will be an additional fiduciary service to offer to our clients. Plus, their intellicents bionic advisor offers an efficient and economical investment solution, combining technology with actual onsite advisors, which is what many people still want.”
“Our business plan is to build a national financial advisory firm centered on the employee benefit relationship,” Arends said. “We really foresee financial planning becoming a popular employee benefit, and we are actively looking to enter other Texas markets.”