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

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

Financial Advisory Partners provides discretionary and non‑discretionary investment management through a wrap fee program and offers modular, fixed‑fee, hourly, and ongoing financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm reports managing approximately $377.8 million for about 133 clients, operating with a small advisory team. The adviser combines portfolio management, trade execution, and implementation responsibilities within its wrap program and may delegate investment management to third‑party managers when appropriate. Transactions are executed and custodied through affiliated Lanark Financial, Inc. and principal custodians such as RBC Wealth Management, and some firm representatives are dually registered and may receive separate commission or insurance compensation as disclosed in the brochure. What is distinctive about the firm is its clear affiliation and ownership ties with a broker‑dealer and banking interests — including Lanark Financial Group/Lanark Financial, Inc. and minority ownership ties to Northstar Bank — and a disclosed promoter/referral arrangement with an affiliated bank that results in referral fees. The firm highlights these relationships, sponsors a wrap fee program executed through an affiliated broker‑dealer, and discloses the resulting conflicts of interest and mitigation steps (written agreements and client disclosures) in its Brochure.

To learn more about the advisors currently working at Financial Advisory 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.