A complete list of active advisors currently associated with Enrich Financial Partners LLC

Warmer can help you find a great advisor at Enrich Financial Partners LLC or one who fits your needs even better.

EnRich Financial Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial consulting, portfolio management, manager search and monitoring, and retirement plan consulting. The firm also provides financial coaching and assists clients with estate-document preparation through a third‑party provider, and it works with both discretionary and non‑discretionary accounts as well as outside retirement participant accounts via a linking platform. EnRich begins engagements by gathering client information and offering tiered Partnership Advisory Services—Strategic, Portfolio, or Full Partnership—tailoring asset allocation and ongoing monitoring around long‑term, fundamentally driven investment strategies implemented largely with mutual funds and ETFs. The firm uses third‑party platforms (eMoney for consolidated planning views and a separate platform to link and rebalance outside accounts), may allocate to independent managers and DFA funds, and discloses and manages conflicts related to rollovers and the recommendation of securities‑based lending. Several features distinguish EnRich from many peers: it manages over $550 million with a small advisory team, expects Full Partnership clients to place a large proportion of investable assets under its management, and offers a separate financial coaching service with hourly or project pricing and a preferred minimum commitment. The brochure also notes less common operational practices — offering estate documents via a third‑party (without legal advice), occasionally managing outside accounts using client login credentials rather than custodial custody, and the owners’ occasional hospitality use of a personal vacation property — all of which clients should consider when evaluating the firm.

To learn more about the advisors currently working at Enrich Financial Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.