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Podcast : Financial Detox®

The First 1,000 Days of Retirement – Avoid Regret & Live with Confidence

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Pursue Better Investment Strategies

Pursue Better™ means continuous refinement — in financial plans, portfolio management, outcomes, and the lives of our clients.

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We built IDA to be the antidote to the financial toxicity found in the world. We share insights that are straight-forward, evidence-based, and grounded in experience.

Should You Hold Cash Waiting for the Market to Crash?

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After more than a decade at two of Wall Street’s largest firms, Jason Labrum founded IDA in 2009 with a clear purpose — to serve clients better and build a culture defined by integrity, alignment, and independence.

Our story

A Firm Built for
Better Decisions

IDA is a wealth advisor serving business owners, corporate leaders, accomplished professionals, and retirees. Since 2009, we’ve provided disciplined fiduciary care and long-term financial guidance to affluent individuals, families, and organizations across the country.

Our People

IDA was founded on a single principle: exceptional service. That standard is upheld every day by the professionalism and deep expertise of our team.

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Jason Labrum, CFP®, AIF®

Founder | CEO
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Jason Labrum, CFP®, AIF®

Founder | CEO

Why we are different

A Disciplined Framework for
Confident Decisions

At IDA, dynamic planning, institutional-grade investing, and in-house tax strategy come together in a structured, intentional experience. Each part builds on the one before it — and the process below shows how we guide clients toward clarity and confidence.

Our History

Wall Street experience.
in pursuit of something better

Our People

We were born
Investment managers

With depp roots in research, trading, and portfolio management, IDA’s employee-owned team brings disciplined curiosity-driven investing and a shared commitment to long-term client success.

Giving Back

Pursuing better outcomes
for our communities

Pursue Better™ extends beyond portfolios and planning. It shapes how we shows up in the community. The firm supports organizations that strengthen education, expand opportunity, and improve quality of life, reflecting a belief that progress is most meaningful when it lifts others.

We work with entrepreneurs, families, and institutions who’s wealth demands structure, discipline, and alignment.

Every partnership begins with independence and a shared pursuit of better outcomes.

What We Do
Who We Serve
Our Firm
Resources

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DISCLOSURE

Intelligence Driven Advisers, LLC, (IDA) is an SEC registered Investment Adviser; however such registration does not imply a certain level of skill or training. The information contained on this website is general in nature and should not be construed as personalized investment, tax, or legal advice. Intelligence Driven Advisers has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Investments involve risk, including the possible loss of principal. Different types of investments carry varying levels of risk, and there can be no assurance that any strategy or investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and diversification do not guarantee performance or protect against loss. Past performance is not indicative of future results. Information provided reflects Intelligence Driven Advisers’ views as of certain time periods, such views are subject to change at any point without notice.

Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Intelligence Driven Advisers is not responsible for the consequences of any decisions or actions taken as a result of information provided in this article and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Intelligence Driven Advisers, LLC. When following links, you will leave the Intelligence Driven Advisers, LLC website.

IDA Tax is an affiliate of IDA that is recommended to clients for tax services. The information presented here does not represent specific tax or legal advice, any tax or legal questions should be addressed with a tax and/or legal adviser.

Not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.