PERSONAL FINANCIAL PARTNERS

Overview

Personal Financial Partners is an independent registered investment adviser that serves individuals, families and small institutions with financial planning, portfolio management and pension consulting. The firm leans toward asset management built around publicly available pooled vehicles—primarily mutual funds—while integrating ESG considerations into its advice and portfolio construction. Fee arrangements combine a percentage-of-AUM model with fixed fees, which supports both ongoing wealth management and discrete planning engagements. Investment activity centers on diversified, manager-driven solutions rather than concentrated single-stock bets. The adviser uses third‑party managers for select allocations and maintains a preference for liquid public funds as the core of most client portfolios. The firm also allocates to real estate via external alternative managers, indicating a willingness to include non‑traditional exposures alongside mutual fund sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices