Becoming A Client

At Intrepid Financial, we would be so honored for you to become a client.  We provide advisory services to individuals and families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts.  We do not require a minimum dollar amount, nor a minimum time period a client account must be managed by Intrepid Financial.  You can always refer to our ADV/Brochure for a more detailed view of our investment practices.  Link to ADV/Brochure

You may call us directly at (317) 818-1776 and you can speak directly with one of our advisors.  You may also express your interest through the 'Contact Us' tab on our website, or email us at .

Thank you for your interest in Intrepid Financial.  We sincerely appreciate it.