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Intrepid Financial Services
Intrepid Financial Services was founded by attorney Larry Parman and his son Scott Parman.
Intrepid Financial Services
Intrepid Financial Services was founded by attorney Larry Parman and his son Scott Parman. The firm is part of Parman Financial Group and operates as a Registered Investment Advisory firm providing portfolio management and retirement planning (per firm website). Larry Parman also leads Parman & Easterday, a business and estate planning law firm. The firm's core investment framework rejects traditional market timing and stock picking in favor of a 'scientific' approach grounded in Nobel Prize-winning academic research. Intrepid coaches clients to define a personal purpose for money that dictates the investment philosophy, then applies behavior coaching to prevent emotional decision-making. The firm claims its global diversification spans 81 countries, though specific asset-class allocations, portfolio companies, or direct investments are not disclosed. The firm's investing philosophy positions it as a participant in a global community, though no offices outside the United States and Hong Kong are operationally described. Team size, total assets under management, and the number of client relationships are not publicly disclosed. Multiple offices are listed—Menlo Park, Wanchai, Newport Beach, San Francisco, and Montclair—though the firm's website provides no staff headcount or capacity figures. Intrepid offers a free report on retirement planning as a client-acquisition tool. Structurally, Intrepid distinguishes itself through its coaching-first model—an RIA that treats investor psychology as a central portfolio risk. The firm's use of the 'American Dream' framework and overlapping legal-practice affiliation with Parman & Easterday create an unusual combination of estate planning and investment advisory under one family-linked organization.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Additional offices
Wanchai · Newport Beach · San Francisco · Montclair
Principals
Larry Parman
Investment Adviser Representative, Partner
Scott Parman
Investment Adviser Representative, Partner
Frequently asked questions
Who makes investment decisions at Intrepid Financial Services?
Larry Parman and Scott Parman are the named Investment Adviser Representatives (IARs) and Partners of the firm. Larry is also the Founding Attorney of Parman & Easterday, a law firm. Their investment methodology emphasizes academic research over discretionary stock picking, with client portfolios aligned to a stated personal purpose for money.
What is the firm's investment philosophy?
Intrepid rejects traditional market-timing and stock-picking in favor of a 'scientific' investing approach based on Nobel Prize-winning academic research. The firm coaches clients to avoid predicting the market, instead diversifying globally across asset classes and using behavioral coaching to override emotional decision-making.
Does Intrepid operate as a traditional family office or an asset manager?
Intrepid Financial Services is structured as a registered investment advisor (RIA) that provides portfolio management and retirement planning. It does not present itself as a single-family or multi-family office. The firm operates under the umbrella of Parman Financial Group.
What is the relationship between Intrepid Financial Services and Parman & Easterday?
Larry Parman is both a partner at Intrepid Financial Services and the founding attorney of Parman & Easterday, a law firm focused on business and estate planning. The two entities share a founding principal but are presented as separate legal entities.
How does Intrepid source deal flow?
The firm does not describe proprietary deal sourcing or direct private investments. Its methodology emphasizes global public-market diversification and behavioral coaching, with no reference to private equity, venture capital, or direct-lending capabilities.
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