A complete list of active advisors currently associated with Financial Partners Group, Inc.

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

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.

To learn more about the advisors currently working at Financial Partners Group, Inc., 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.