Intelligent401k was founded in 2019 by two former college roommates, Steve Demarest and Jon Floyd, with very different, complementary skill sets. Steve is a serial entrepreneur and Jon is a financial advisor and together they have previously launched, built and sold a successful trading firm. They recognized that retirement funds are not well serviced by the financial industry because banks and financial advisors cannot collect commissions or fees from them. Steve and Jon wanted to help Americans optimize their retirement funds, save on fees, and obtain better returns since these funds tend to make up a significant portion of most people’s total assets.
Please contact us if you’re interested in learning more.