About the firm
A consultancy built around judgment.
We are a consulting firm specializing in Financial Advisory and Information Technology services. We partner with organizations to improve decision-making, strengthen operations, and unlock sustainable growth through data-driven insight and innovative technology.
Our story
Founded by operators, for operators.
Intosh Advisory Inc was founded by former CFOs, technology leaders, and operators who shared a frustration: too much consulting was generic — and too removed from the operating reality of their clients.
We built Intosh Advisory to be the opposite — a senior-led firm where the people who win the work do the work. Today, our practice serves clients across the United States in financial services, healthcare, real estate, and the broader corporate market.
We remain deliberately small. Our partners average more than 20 years of operating experience, and our engagement teams are staffed for substance, not for size.
Why choose us
Four principles that govern every engagement.
Industry expertise
Deep specialization in finance and technology — the only two practices we run.
Tailored solutions
Every engagement is shaped around your operating reality, never templated.
Results-driven
Recommendations grounded in evidence, measured by what changes in your business.
Efficiency, compliance, innovation
We hold all three in balance — never trading one off against another.
Leadership
A senior bench, by design.
Helena Voss
Managing Partner
Former Group CFO, U.S. regional banking
David Okafor
Partner — Technology
Former CTO, healthcare technology
Mei Lin Tan
Partner — Risk
20 years in U.S. consulting and audit
Rafael Mendes
Partner — Strategy
Former investment banking, mid-market M&A
Let's talk
Build the next chapter of your business.
Speak with a partner about your financial strategy, technology roadmap, or transformation agenda.