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 investment advisory services to individuals (including high‑net‑worth clients), charitable organizations, and businesses, offering discretionary and non‑discretionary portfolio management alongside standalone and ongoing financial planning and consulting. The firm operates a wrap fee program for managed accounts and also delivers modular, hourly, fixed‑fee, and ongoing planning engagements tailored to client needs. Investment advice is customized to each client’s circumstances and may include selection of third‑party managers; account transactions for the wrap program are executed through NBC Securities, Inc. and custodied at RBC Wealth Management, and accounts are reviewed periodically with stated minimums for different strategies. The firm discloses that it provides ongoing monitoring and may combine related accounts to meet minimums, and that clients receive regular account statements from custodians. Financial Advisory Partners is notable for its industry affiliations and referral arrangements: it is under common ownership with NBC Securities and identifies minority owners such as Northstar Bank and NBC Holdings, and it discloses paid promoter referral agreements (including with Mainstreet Community Bank of Florida) with related conflict‑of‑interest controls. The brochure also discloses that some advisory personnel are dually registered as registered representatives or insurance agents and may earn commission‑based compensation, and it records a resolved FINRA arbitration involving a current owner.

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.