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Rob Lloyd, CFA

30+ yrs Investing Experience Helping People Plan Wisely To Protect Their Family

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Lloyds Intrepid Wealth Management Rob Lloyd, CFA
The Woodlands, TX

Serving Clients Nationwide

30+ yrs Investing Experience Helping People Plan Wisely To Protect Their Family

6 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

281-402-8284

Website

Areas of Focus

  • Employee Stock Options
  • Estate Planning
  • Investing
  • Investment Management
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Setting Up Retirement Accounts
  • Social Security
  • Taxes

About Rob Lloyd, CFA

✅We work with wealthy families to keep them wealthy.

✅You may not feel wealthy, but odds are your combination of pensions, 401k investments and property means you have quite a bit that needs to be managed. The question is, how to analyze these different assets and figure out 1) how much money can I spend in retirement, and 2) when should I retire? These are great questions.

✅It sounds simple, but there is probably a lot you don't know. Ask yourself this: what was the average rate of return for stocks and bonds over the last 20, 50 and 100 years? Not sure? How about this: how do you calculate the benefit of diversification on a portfolio? Not sure about that either? These are critical factors needed to invest properly to achieve #1 and #2 above.

🎯 It's not what you don't know that gets you into trouble;
it's what you know for sure that just ain't so!
Sam Clemens, American author and humorist also known as Mark Twain.

✅Financial advisers seem completely unnecessary. However, most of us use doctors when we are sick, auto mechanics when we have car trouble, lawyers when we have legal problems or accountants when we have complex tax questions. Even though we recognize these professionals as subject experts, the financial professional is the one expert many try to live without. This can lead to expensive mistakes caused by lost opportunities or outright losses from bad investments.

🎯 “Better be wise by the misfortunes of others than by your own.”
Aesop, Greek author of moral fables, The Lion, The Ass and The Fox Go Hunting

✅Your family is important. Most people want to invest wisely to protect their family and their future. Nobody wants to run out of money in retirement or make an avoidable mistake with their investments.

✅The question is how to get there. We are here to listen to your story and craft a plan for achieving your long-term goals. It's more complicated than you think, but not hard to understand. We are happy to walk you through the process.

💼Call us at 281-866-3039 and let's talk.

🚀Fun fact about me: Despite my 8-year stint in the Navy flying in the S-3B Viking, my favorite activity is actually SCUBA diving. I love swimming with the pretty fishes and the sense of weightlessness!

https://www.lloydsintrepid.com/disclaimer2

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • XY Planning Network

Primary Location

1330 Lake Robbins Dr., Suite 560, The Woodlands, Tx 77380

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate

What to expect in the first meeting

We want to hear your story. How did you get here? Where do you want to go? When do you want to retire? After listening to you, we will outline the planning process and explain how it delivers a portfolio customized for your unique family situation. The first meeting takes about an hour.

Offers Investment Management

Yes

About Lloyds Intrepid Wealth Management

Our practice was created to deliver you a great value proposition. What does that mean from an adviser? Listening to your needs, explaining our recommendations and using the lowest cost options to build your portfolios. Cost and investment approach matter immensely. It's a pretty boring topic, but we love it and are happy to explain it to you!

Education

University of Notre Dame, BBA; University of Chicago, MBA.

Languages

  • English

Hobbies and Interests

  • Beach
  • Boating
  • Camping
  • Dancing
  • Family
  • Golf
  • Movies
  • Swimming

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Divorce
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Investors
  • Military

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

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.
Avatar for Dave S.
Dave S.

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.
Avatar for Eddie C.
Eddie C.

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.
Avatar for Arthur B.
Arthur B.

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.
Avatar for Tim F.
Tim F.

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.
Avatar for Mike M
Mike M

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.
Avatar for Ray M.
Ray M.
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