Intellectual Wealth Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Intellectual Wealth Group
Team photo for Intellectual Wealth Group

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Advisors

Advisor photo for Elizabeth M Van Dyke

Elizabeth M Van Dyke

MBA, CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Elizabeth M Van Dyke's website
Advisor photo for Joel D Matthews Sr

Joel D Matthews Sr

MBA, ChFC®, CRPC, CLU®, APMA®, AWMA®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Joel D Matthews Sr's website
Advisor photo for Christina M Matthews

Christina M Matthews

MBA, APMA®

Financial Advisor

Visit Christina M Matthews's website
Advisor photo for Joel D Matthews II

Joel D Matthews II

MBA, CFP®, APMA®, CRPC

Financial Advisor

Visit Joel D Matthews II's website
Advisor photo for Nathan Roman

Nathan Roman

CFP®, CRPC, ChFC®, APMA®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Nathan Roman's website
Advisor photo for Kyle D Vaclav

Kyle D Vaclav

CFP®, APMA®

Financial Advisor

Investment Specialist
Visit Kyle D Vaclav's website


Team

Katie C. McDermott

Katie C. McDermott

Paraplanner,

Office Manager
Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Financial Planning Analyst