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

1 Certified Advisor Reviews™
5 out of 5 Stars
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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

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

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.

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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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