Lake Washington in Bellevue, Washington; Value-Driven Investing. Client-Driven Service.
The McIntosh Team group photo

Our Mission

Our mission is to help you pursue your financial goals by implementing a disciplined, value-based approach that can be repeated over time. We strive to provide our clients with tailored guidance, exceptional service, and transparent communication.


“You’ve got to be very careful if you don’t know where you’re going, because you might not get there.” – Yogi Berra

The McIntosh Team Named to:




2026

Lance McIntosh Named to:


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2022 | 2023 | 2024 | 2025

Stifel | Chairman's Councail Award badge

2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025

Barron's Top 1,000 Advisors award badge

2009 | 2010 | 2011 | 2013



2026



Barron’s Top 1,000 Advisors, February 9, 2009, February 22, 2010, February 21, 2011, and February 16, 2013, each based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of over 4,000 nominations each year. Advisors in the Top 1,000 Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 an March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. Neither Barron’s, Forbes, nor AdvisorHub receives compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For 2025 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation. For more information on the Forbes and AdvisorHub methodology, see stifel.info/award-disclosures

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