Financial Partners Group, Inc. logo

Financial Partners Group, Inc.

Updated today

Client AUM

$1,139,738,576

Clients

1,213

Advisors

9

of 9 employees

About

Financial Partners Group (FPG) provides investment advisory and wealth‑planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and employer‑sponsored retirement plans. The firm offers discretionary and non‑discretionary portfolio management, separate financial planning engagements, estate planning support and retirement‑plan advisory services, and reports managing just over $1.1 billion through an eight‑person advisory team.

FPG tailors asset allocations primarily across mutual funds, ETFs, individual equities and fixed income, using a mix of fundamental, tactical, technical and thematic analysis while applying disciplined rebalancing and defensive adjustments when indicated. The firm also recommends and monitors third‑party managers, provides both plan‑level and participant‑level retirement plan services, and coordinates investment implementation with clients’ other advisors.

A distinctive aspect of FPG is its affiliated tax and accounting practice (FPG Tax and Accounting, LLC), through which certain advisory personnel offer tax planning and CPA services; the brochure discloses this affiliation and the potential conflicts it can create. The firm also maintains an affiliated insurance agency and formalizes reporting and operations through third‑party platforms (Orion) and institutional custodians, reflecting an integrated advisory, tax and insurance operating model that is less common among similarly sized independent teams.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning fees range from $500 to $10,000

Project-based

$250 per hour

Other

Account minimum: $250,000

Main office

10925 Antioch Road, Suite 100

Overland Park KS 66210

Advisors at this office

9

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Iowa · Kansas · Louisiana · Maryland · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Texas · Virginia · Washington

Also doing business as

Arnone Financial, LLC · Financial Partners Group, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian D

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Samuel M

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Samuel Mellinger is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Mutual Securities, Inc., Cambridge Investment Research Advisors, Boulder Investment Group, LPL Financial, and Lawing Financial Inc. He also works as an independent insurance agent alongside his advisory role. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a diversified investment approach incorporating fundamental, tactical, technical, and thematic analysis, and maintains affiliated tax and insurance practices as part of its integrated service model.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Matthew Q

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Matthew Queen is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he serves on the Planned Giving Council of Children’s Mercy Hospital and participates on the advisory committee for the Boys and Girls Club of Greater Kansas City. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, tactical, and technical analysis to tailor portfolio management and financial planning, supported by integrated tax and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Derek M

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Derek Mcdermott is a financial advisor at Financial Partners Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach using fundamental, tactical, technical, and thematic analysis, and offers integrated tax and accounting services through an affiliated practice.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Mark S

Series 63, Series 66

Overland Park, KS

Financial Partners Group, Inc.

Mark Saper is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at Mutual Securities, Inc., Metlife Securities Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. Outside of advisory services, he operates an insurance agency and owns the Insurance Marketplace, a platform offering quotes for various insurance products. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process combining multiple analytical approaches and offers integrated tax planning and insurance solutions through affiliated practices.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Joshua B

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Joshua Britton is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Cambridge Investment Research, Fisher Investments, Financial Engines Advisor Center, and Waddell & Reed. Outside of his advisory work, he owns and operates Britton Farms, Inc., a farm in Lewis, KS. Financial Partners Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, financial and estate planning, and retirement-plan advisory services. The firm focuses on tailored asset allocation across multiple investment vehicles, combining various analytical approaches with disciplined rebalancing and incorporates affiliated tax, accounting, and insurance services within its integrated advisory model.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Timothy M

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Timothy Mcdermott is a CFP® and ChFC® with 27 years of industry experience. He has been with Financial Partners Group, Inc. since 2017 and has prior experience with Mutual Securities, Inc., MML Investors Services, LLC, and Metlife Securities Inc. Outside of his advisory role, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which provides risk management solutions. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach integrates fundamental, tactical, and technical analysis, offering tailored portfolio management and financial planning services, with a formal affiliation to tax and accounting as well as insurance practices.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

James C

ChFC®, Series 63

Overland Park, KS

Financial Partners Group, Inc.

James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and offers integrated tax planning and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Michael S

Series 65

Overland Park, KS

Financial Partners Group, Inc.

Michael Strouse is a Series 65-credentialed financial advisor with Financial Partners Group, Inc., based in Overland Park, KS. He has four years of industry experience and has held roles at Financial Partners Group since 2022 as well as positions at the University of Arkansas and Kansas State University. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion through a team of eight advisors, applying a mix of fundamental, tactical, technical, and thematic analysis across mutual funds, ETFs, equities, and fixed income with disciplined rebalancing and defensive adjustments.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
View complete list of advisors at this firm
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