FINANCIAL PARTNERS GROUP, INC.

Overview

Financial Partners Group, Inc. is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with the ability to select and oversee third‑party managers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees, giving flexibility for both ongoing wealth management and project or consulting engagements. Investment posture is tilted toward pooled public funds and passive ETF exposure while maintaining an allocation to select direct equities. The firm is not positioned as an active ESG investor and is not categorized as a multi‑state or newly formed adviser. Its business model includes pension consulting services and the selection of other advisers, signaling a willingness to delegate or co‑manage specialized mandates on behalf of clients.

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Public Holdings

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Location & Offices