About Your Guide
Based in Montana, serving clients nationwide.
Building better businesses
Hi, my name is Dave Liegakos, and my journey began in 2017 when I launched my first business. Like many first-time entrepreneurs, I faced countless challenges—navigating operations, managing cash flow, and making strategic decisions—all without a clear roadmap. The traditional resources available didn’t seem to address the real struggles of running a small business, leaving me searching for better solutions.
Through trial and error and relentless problem-solving, I built a deeper understanding of what it truly takes to succeed as a small business owner. I saw firsthand how outdated advice, one-size-fits-all strategies, and a lack of real-world experience often left entrepreneurs feeling lost. This realization led me to create Intrepid, a company designed to offer small business owners the guidance I once sought.
At Intrepid, we don’t rely on generic strategies or traditional thinking. Instead, we focus on innovative solutions, real-world experience, and practical strategies to help business owners overcome obstacles and confidently grow. Whether you’re launching a startup, scaling your operations, or refining your business model, I’m here to guide you through the challenges and opportunities ahead.
I’m fortunate to live in Montana with my incredible wife, daughter, dog, and cat. When not working with business owners, I enjoy exploring new adventures and spending time with my family. Let’s work together to turn your business goals into reality.
Our Values
Principles For Your Success
Transparency
Clear, straightforward communication is at the heart of our approach. We believe in full transparency, ensuring you always understand the costs, strategies, and decisions behind your financial plan.
Innovation
We constantly seek out new strategies and technologies to provide innovative solutions. Our goal is to offer cutting-edge tools that adapts to the ever-changing needs of small business owners.
Client Guidance
Your journey is our priority. We are dedicated to guiding you through every step of your path, providing personalized advice and support to help you reach your goals with confidence.
Why Pick Intrepid?
Choose a financial partner dedicated to simplifying your planning with clear, customized advice and a commitment to your success.
After successfully growing and selling my business, I have experienced every facet of the small business process, providing valuable insights into the entrepreneurial endeavor.
Financial planning is simplified when you know exactly what you pay each month. With no hidden fees and no commissions, you can be confident there will be no surprises.
Being a registered fiduciary means Intrepid is legally bound to deliver financial advice that is in your best interest.
At Intrepid, we understand that no two businesses are the same. Our financial planning services are customized to meet the unique needs of your personal life and business, ensuring strategies that align with your goals and aspirations.
