About Us

Intentional Wealth is a boutique financial planning firm in Winter Haven, Florida, founded by Jonathan Hunt. We believe that trust and relationships are the basis for all productive financial plans. We view our clients not just as clients but as friends and family. We have intentionally chosen to have a book of business that comprises of no more than 150 households so that we can provide top-tier service to every member of the Intentional Wealth family. With over 50 years of combined financial planning experience the team at Intentional Wealth works hard every day to serve our precious clients and partners with them to help them achieve their unique financial goals.

Our Team

Jonathan Hunt

CFP®, CLU®, RICP®, CASL®, WMCP®, ChFC® Founder, CEO, Wealth Management Advisor
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Christy Henderson

Director of Investment Operations
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Carissa Ellerd

Director of Client Services
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