FINANCIAL PARTNERS, LLC

Overview

Financial Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual. The firm focuses on serving individuals and families, combining fee-based portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection or oversight of third‑party advisers, reflecting a manager‑of‑managers approach. Compensation is primarily percentage of assets under management, with hourly billing used for some services. The firm does not identify as an active ESG investor.

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Investments & Alternatives

Location & Offices