Intentional Planning. Real Process. People Who Actually Care.
We are an independent financial planning firm in Chesterfield, Missouri, built on the belief that a great process, followed consistently, changes everything for our clients.
250+
Households Served
$150M+
Entrusted to Our Team
Our Advisors collectively serve over $150M in brokerage and advisory assets through LPL Financial as of date May 31, 2026
At INT Wealth Planning, we believe the process matters as much as the plan itself. As Winston Churchill said, “Plans are of little importance, but planning is essential.” That mindset shapes how we work every day.
James Clear said, “You don’t rise to the level of your goals, you fall to the level of your systems.” We’ve built intentional systems designed to deliver consistent results and thoughtful guidance for every client.
We believe financial planning should reflect what matters most to you — not a generic template. That means asking better questions, focusing on what we can control, and showing up consistently with care and attention to detail.
And because planning only works when you truly understand it, we take the time to explain our thinking clearly, so you always know what’s happening and why.
OUR PLANNING PHILOSOPHY
MEET THE INT WEALTH PLANNING TEAM
Behind every plan, every meeting, and every interaction is a team of people who are genuinely invested in your experience.
Rob Clark, CFP®
Financial Planner
As your lead advisor, Rob coordinates your entire financial planning experience, from the initial fit conversation through your annual planning and tax meetings and everything in between. He holds the CERTIFIED FINANCIAL PLANNER™ designation, is held to the fiduciary standard, and has nearly a decade of experience helping clients in the Greater St. Louis area pursue financial confidence and independence. Rob designed the INTent Method to ensure every client receives the same level of attention and clarity regardless of market conditions or how long you've been working together.
Stacey Nevins
Director of Client Services
Stacey is the hub of the wheel at INT. She manages the team inbox, directs requests to the right person, and oversees the workflows that keep the client experience running smoothly. Her exceptional energy, genuine warmth, and operational discipline allow the INTent Method to run seamlessly, so nothing falls through the cracks and every client experience feels intentional, not improvised.
Nichole Callahan
Client Experience
Nichole is the person behind the details that make clients feel remembered and valued — birthday gifts, cards, client events, and the moments that go beyond the expected. She's also your go-to for portal access and online account questions. Nichole works primarily in the office and brings a personal, thoughtful touch to everything she handles. Nichole ensures the relational side of the INTent Method never feels transactional; clients aren't just in a process, they're genuinely cared for throughout it.
Ares Shepardson
Client Service
When accounts are being opened, money is in motion, or paperwork needs to get done right, Ares is the person making it happen. She works fully remote but is an integral part of the team's day-to-day operations, known for her attention to detail, clear communication, and genuine care for clients. Ares ensures the execution side of the INTent Method is flawless—so the plan on paper becomes the reality in your accounts, without errors or delays.
Maddie Close
Paraplanner
Maddie works directly alongside Rob as he models, analyzes, and implements updates to client plans and portfolios. When your plan is being revised or your investments are being adjusted, Maddie helps run the analysis and prepare the recommendations, so Rob can spend more time with clients and less time behind a screen. She's the analytical backbone of the INTent Method, ensuring every recommendation is modeled thoroughly before it ever reaches a client meeting, so Rob can focus on explaining it clearly rather than building it on the fly.
BACKED BY
LPL FINANCIAL
Rob Clark is a Registered Representative with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. INT Wealth Planning operates as an independent firm, which means Rob has the freedom to make recommendations based solely on what's right for you, backed by LPL's research, technology, and infrastructure.
For you, that means the advice you receive is never influenced by corporate sales targets, proprietary products, or pressure to recommend something that benefits the firm more than it benefits you.
LPL is the No. 1 Independent Broker-Dealer in the U.S. based on total revenues, Financial Planning magazine, 1996-2025, supporting thousands of financial advisors across the country. As an LPL-affiliated firm, INT clients benefit from LPL's institutional infrastructure, account security, and regulatory oversight, while Rob maintains complete independence in managing client relationships and making planning recommendations.
For more information about LPL Financial, visit lpl.com.
WHERE WE'RE HEADED
INT Wealth Planning isn't trying to be the largest financial firm in St. Louis. Our goal has always been to be the right firm for the right clients. That means staying intentional about who we work with, continuing to invest in our team and our process, and never letting growth get in the way of the client experience we've built.
If that sounds like the kind of firm you've been looking for, let's talk.