About Us

Who Serves You

Nolan McIntosh, DPT, ATC, graduated from Lake Superior State University in 2002 with a Bachelor of Science in Exercise Science with concentration in Sports Medicine and an Associates in Health and Fitness Specialist. Prior to continuing his education at Andrews University where he received a Doctorate in Physical Therapy in 2007, Nolan was an Adjunct Professor at Delta College, Southwestern Michigan College, and taught Athletic Training at Michigan State University.

After his role as a Director for a private practice clinic, Nolan decided to expand his knowledge into personal finance. He became securities licensed in 2017. Nolan applies a structured and holistic approach to client’s investment portfolios to give them strategies for retirement. His dedication to family values helps him provide a suitable plan for each client’s desired retirement goals.

Nolan enjoys staying healthy, being outdoors and spending time with his family. He and his wife, Mindy, with three daughters Haylee, Ava, and Naomi reside in Freeland. Whether it is helping with the school play or soccer practice, he stays very involved with his family. The McIntosh family values and principles are an incredible value to helping his client’s families meet their retirement goals. Nolan is proud to serve the Great Lakes Bay region of Michigan with their investment needs.

Check the background of this investment professional on FINRA's BrokerCheck

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Nolan McIntosh

CEO & Financial Advisor
Investment Advisor Representative

Our Approach

The U.S. Census Bureau data shows that the average length of retirement is 18 years.* But what if you want to spend 25 or 30 years enjoying your retirement? We want to develop a relationship and help define your retirement goals.

Once those goals have been defined, we provide a clear, easily-understood pathway to help achieve your financial objectives. We help you monitor the progress, and make changes, to stay on track and account for life's changes.

Our Mission

We are committed to maintaining the highest standards of integrity, diligence and professionalism with our clients; providing only high-quality information, products and service. We believe that we should truly get to know our clients, understand their goals, and then treat them as if they were a member of our own family.

*Source

Is retirement on your horizon?

We offer a complimentary, no-obligation assessment of your lifestyle, goals and needs for retirement.