Homestead Financial Partners

Overview

Homestead Financial Partners LLC is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and serves a client base made up of individual and family investors rather than institutions. Homestead does not market itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator; its advisory activity is concentrated on managing discretionary portfolios for a limited number of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices