CONTINUUM FINANCIAL PARTNERS, LLC

Overview

Continuum Financial Partners, LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm emphasizes discretionary portfolio management and financial planning, and it serves as a capital allocator—selecting third‑party managers and structuring client portfolios rather than acting solely as a product reseller. Its fee model is flexible, combining percentage of assets under management with hourly and fixed-fee engagements to support both ongoing advisory relationships and one‑off planning work. Investment posture is equity‑centric: exchange‑traded equities make up the bulk of assets under management and the firm expresses a clear preference for equities as the primary return engine. Continuum supplements public equity exposure with mutual funds and selective allocations to alternative strategies (notably hedge funds and private placements) where appropriate for accredited clients. The adviser does not position itself as an active ESG investor and appears to target custom, tax‑sensitive implementations appropriate to individuals and small business owners.

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Public Holdings

Investments & Alternatives

Location & Offices