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- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail
- Platforms
- Alpha emberVertex capital +more
- Established Date
- 05-11-2022
- Office Locations
- 1
Office Locations
About Intera Financial Planners LLC
Intera Financial Planners is a fee-only, fiduciary RIA serving the Cleveland, OH area, led by CFP professional Liz Griffiths. The firm delivers holistic, life-centered planning for individuals navigating retirement, inheritances/windfalls, and other transitions, integrating investment strategy with estate planning, tax optimization, risk management, and cash-flow guidance. Portfolios are built primarily with ETFs and public funds, with custody including Charles Schwab.
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Custodian
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Investment Themes
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Owner & Executives
Elizabeth Coletto Griffiths
Chief Compliance Officer, Managing Member
- CRD
- #7546642
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,366,370 | -- |
| Non-Discretionary | $26,065 | -- |
| Total | $24,392,435 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,392,435
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $175,195,353 | 17.1% |
| Public Funds | $257,158,091 | 25.1% |
| Cash | $255,109,023 | 24.9% |
| U.S. Government/Agency | $99,379,820 | 9.7% |
| Corporate - Investment Grade | $237,691,941 | 23.2% |
| Total | $1,024,534,228 | 100.0% |