Where you want to be Get out there and explore

Fee-Only, Fiduciary Investment Management & Financial Planning


InTrack Investment Management clients and their families know that we are always there to help them navigate change and stay on course to achieving their long-term goals. We do this by integrating our deep understanding of their individual circumstances and values with our expertise in finance, global economics, entrepreneurial ventures, impact investing, and socially responsible investing. While our ultimate goal is to help them build and sustain wealth, our greatest pleasure is being an ever-present, trusted resource.

We’re getting ready to retire & it’s time to travel.

We’re getting ready to retire & it’s time to travel.

You’d like to maintain your lifestyle while being able to explore the world, and still leave a legacy for family.

More about you
It's time to start planning for our future. 

It's time to start planning for our future. 

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal.

Lets get started!
I’m facing a transition & need help with decisions.

I’m facing a transition & need help with decisions.

Maybe you sold a business or are facing a life change. You don’t want to make important decisions on your own.

Does this sound like you?
I need the guidance of a fiduciary financial planner.

I need the guidance of a fiduciary financial planner.

You don't need to move your money to a bank or a brokerage firm in order to get objective, fee-only financial planning. 

Our goals and dreams are a lot like yours; together we can share the journey to make them a reality. 

How we work with you
What is SRI?

What is SRI?

Socially responsible investing (SRI) seeks both financial gain and social good.

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What is ESG?

What is ESG?

The E stands for Environmental, the S stands for Social, and the G stands for Governance.

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Fee Only, Fiduciary Wealth Management

Fee Only, Fiduciary Wealth Management

Chances are, you’re one of three types of clients that we work with; approaching retirement, starting to build wealth, or facing changing circumstances. As fee only financial advisors, we do not derive income from selling products. As such, we are positioned to offer you the unbiased advice you need at this stage of your life.

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"Financial freedom is available to those who learn about it and work for it.

Robert Kiyosaki