Lloyds Intrepid Wealth Management
The Woodlands, TX
Serving Clients Nationwide
30+ yrs Investing Experience Helping People Plan Wisely To Protect Their Family.
5 out of 5 Stars
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Primary Advisor Locations
Rob Lloyd, CFA
Christopher Lloyd, CFP®
Lloyds Intrepid Wealth Management
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Only
- Hourly Rate
About
🎯Investing is simple; but the simple things are hard!🎯We help wealthy families who have more than $1 million to invest, especially those with complex situations.
🎯Wouldn't it be great if we lived in a world where you could safely place your savings where they earned a great return well above inflation with no drawdowns and no risk of loss? Sadly, this option doesn't really exist.
🎯To generate a rate of return on our investments, we must take risks. Now the question becomes, how much risk and for how long? This is where financial planning comes in. It answers key long-term questions about how to invest by looking at your savings, risk tolerance, tax situation, spending goals and longevity. When should you take social security? Can you afford to move? What about my vacation bucket list? These are all questions that can be answered in the retirement analysis.
💼“Plans are useless. Planning is everything.”
Dwight D. Eisenhower, President of the United States, General, US Army; planner of
Operation Overlord, the Allied Invasion of Europe 1944
🎯Investing in a cost effective manner to generate returns to achieve the goals of the plan is an important final step to the planning process. Investments must be managed in an ongoing process because there are constant changes to factors important for stock and bond portfolios: interest rates, tax rates, and federal spending. Someone has to mind the store on a daily basis to stay on top of these issues.
🎯This is what we do at our firm. Call us. Let's talk about your situation.
https://www.lloydsintrepid.com/disclaimer2
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Couples
- Divorce
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Investors
- Military
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Trusted Financial Experts
✅ Wealthtender Certified Advisor Review™
Aug 11, 2025
Chris and Rob consistently demonstrate excellent communication by breaking down complex financial concepts into understandable terms that we understand. They also respond promptly to all our questions and concerns. Their analytical expertise and deep industry knowledge shine through in every recommendation, as they thoroughly research market trends and investment opportunities while crafting a comprehensive financial plan tailored specifically to our goals and risk tolerance. Most importantly, we have complete confidence in their fiduciary commitment to always acting in our best interests, providing advice that prioritizes our financial wellbeing. We highly recommend Rob & Chris to anyone looking for financial advisors that truly listen to your long-term financial goals.
Relationship to Financial Advisor: Client as of Aug 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very Personal and Professional
✅ Wealthtender Certified Advisor Review™
May 15, 2025
Rob, Chris and Brenda have provided outstanding service since we became clients. My brother recommended Robert and when I called to discuss early retirement they had an extremely detailed plan for my wife and myself. I retired and they have provided a very personal touch by coaching us on a new home purchase and related move. My wife and I feel like we are their only client! Robert and Chris have managed our portfolio growth beyond our expectations.
Relationship to Financial Advisor: Client as of May 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy Financial Advisors
✅ Wealthtender Certified Advisor Review™
Apr 21, 2025
I have full faith and trust in Rob and Chris, and I believe they have my best interests in mind in whatever they do with my investments. Their financial analysis is thorough and presented in a clear manner. I trust their advice. They are accessible and respond quickly to requests. And, just as important as their skill and ability, Rob, Brenda, and Chris are good people.
Relationship to Financial Advisor: Client as of Apr 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Skilled Professionals
✅ Wealthtender Certified Advisor Review™
Apr 19, 2025
Rob and or Chris always have time to discuss market conditions and how things may affect our portfolio. Both are highly skilled in the area of financial planning. We have found their advice to be sound, trustworthy, relevant, and most importantly reliable regardless of market conditions.
Relationship to Financial Advisor: Client as of Apr 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Help reaching your financial goals
✅ Wealthtender Certified Advisor Review™
Apr 16, 2025
Rob, Chris, and Brenda, have been a great Team to work with in preparation of reaching our financial goals. From day one they made us feel like we were in good hands. Their knowledge, professionalism, and warmth shines through in every interaction. Unfortunately my wife and I have been through a few wealth management teams, but Lloyds Intrepid has shown to be different. Rob and Chris have a gift in explaining and helping us understand levels of financial wealth we never understood before. My wife immediately felt empowered and comfortable working with Rob and Chris. We’re fairly new in our journey of building our future and would highly recommend Lloyds Intrepid to other clients looking for the patient, knowledgeable, and sincere wealth building professionals.
Relationship to Financial Advisor: Client as of Apr 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Collaborative Partners in Financial Growth
✅ Wealthtender Certified Advisor Review™
Apr 15, 2025
I started working with Rob through a large competitor firm almost 17 years ago. He was always my “go to” guy in our meetings if I had a specific question about portfolio management and strategy and could explain very complex financial and economic strategies in understandable terms. I have had the pleasure of working with Rob and Chris Lloyd at Lloyd’s Intrepid Wealth Management since for over 4 years. From our very first meeting, Rob and Chris have taken the time to understand my unique goals and concerns, crafting a personalized strategy that gave me confidence in my financial future. My portfolio performance has met the stated goals over these many years. What sets Lloyd’s Intrepid apart is their unwavering commitment to professional integrity, rapid response, transparency, communication, and education. Beyond their expertise, Rob and Chris provide genuine care and attention to detail that truly stands out. They consistently check in, adjust plans as needed, and celebrate milestones alongside me. It's evident that Rob and Chris are not just in this profession for business but are genuinely invested in my financial success. I wholeheartedly recommend Lloyd’s Intrepid Wealth Management to anyone seeking a knowledgeable, trustworthy, and compassionate financial advisor.
Relationship to Financial Advisor: Client as of Apr 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lloyds Intrepid Wealth Management
✅ Wealthtender Certified Advisor Review™
Apr 15, 2025
Rob and Chris are very knowledgeable and helpful in providing in depth market analysis and applying it to your specific situation. They create an overview of your portfolio developed from their research and deliver a tailored course of action to implement. Confidence in a solid plan is essential and Lloyds Intrepid helps to make your decision very easy. We are very pleased and excited to be a customer...
Relationship to Financial Advisor: Client as of Apr 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Just the facts
✅ Wealthtender Certified Advisor Review™
Apr 3, 2025
Rob and Chris consistently provide timely, apolitical, unemotional commentary on the state of play in US financial markets and how all that can impact an individual investor. Their newsletter is packed with facts and their implications and consistently highlights how government policy impacts various market segments and investment instruments. Their use of graphics to distill enormous volumes of information into understandable patterns to guide individual portfolio management decisions is quite unique. I highly recommend making use of their expertise. They would be a particularly useful resource for those on their wealth building journey through to recent retirees looking to shape their investment portfolio from a build to harvest mode. Regardless of your situation or appetite for risk, you can always work collaboratively with them to make incremental improvements as opportunities present themselves.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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