What began as three successful financial advisory businesses: Moran Wealth, Beleura Wealth and McArthur Financial are now one - Intend Financial. With a shared vision, John Moran, Ben Buchanan and Zach McArthur merged their three firms in 2021, to form a boutique business focused on helping clients achieve a more fulfilled life.
At Intend Financial, our philosophy is grounded in the belief that finances are only one part of a balanced life.
Acting with intent is what financial planning is all about, and we know that this can be extended to all aspects of life. We aim to take a more holistic approach for our clients, as all life decisions should be intentional, whether they are about financial investments, health and wellbeing, family or career.
Find out more about our vision and our team members below.