Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Partners, LLC provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm reports managing about $181.7 million on a discretionary basis and offers Comprehensive Portfolio Management alongside written financial planning across topics such as retirement, tax, estate, insurance, and education planning.
The firm tailors portfolios to client goals and risk tolerance using asset allocation, rebalancing, ETFs, mutual funds, equities, fixed income, structured products, and both long‑ and short‑term trading strategies; it applies techniques including fundamental analysis and Modern Portfolio Theory and may engage third‑party managers with ongoing due diligence. Accounts are monitored and reviewed at least quarterly, with the firm providing periodic rebalancing and ad hoc reviews in response to client circumstances or market events.
A notable feature in the brochure is that certain investment adviser representatives are licensed to sell insurance products and may receive commission compensation for those sales, with such insurance activity disclosed as consuming less than 10% of representatives’ time and clients told they are under no obligation to purchase. The firm also discloses its stance on endorsements and referrals, stating it does not provide cash or non‑cash compensation to unaffiliated persons for testimonials or endorsements, and documents conflicts tied to custodial relationships and third‑party services.
Client services
Expertise
Fee options
$0 - $500,000: 1.65% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.80%
Up to $300 per hour for financial planning services, with a retainer not exceeding $1,200 if services cannot be rendered within six months.
Account minimum: $500,000
Main office
613 Old Santa Fe Trail
Santa Fe NM 87505
Advisors at this office
3
Most active in
Arizona · Colorado · Florida · Louisiana · Massachusetts · New Mexico · Texas
Also doing business as
Financial Partners, LLC · Grenadier Financial · New Mexico Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Silas P
Series 65
Santa Fe, NM
Financial Partners, LLC
Silas Peterson is a financial advisor at Financial Partners, LLC in Santa Fe, NM, holding a Series 65 designation with three years of industry experience. He has worked at Financial Partners since 2022 and has been associated with The Hire Firm since 2004. Financial Partners, LLC provides investment advisory and financial planning services to individuals, pension and profit sharing plans, and charitable organizations. The firm offers comprehensive portfolio management and standalone financial planning, utilizing asset allocation strategies and fundamental analysis within a discretionary management framework.
Peter M
CFP®, Series 63, Series 65
Santa Fe, NM
Financial Partners, LLC
Peter Murphy is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Financial Partners, LLC. He has been with the firm since 2016 and also holds teaching roles at the University of New Mexico and Santa Fe Community College. Additionally, he provides education on Social Security and Medicare through Horsesmouth LLC. Financial Partners, LLC offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $181.7 million on a discretionary basis and employs a variety of investment strategies tailored to client goals and risk tolerance.
Gregory M
CFP®, Series 66
Santa Fe, NM
Financial Partners, LLC
Gregory Myers is a CFP® with 19 years of experience in the financial services industry. He currently works at Financial Partners, LLC and has prior experience at firms including Bank of America, Merrill Lynch, and Charles Schwab. Financial Partners, LLC provides investment advisory and financial planning services to individuals, pension and profit sharing plans, and charitable organizations. The firm offers customized portfolio management using asset allocation across various asset classes and applies fundamental analysis and Modern Portfolio Theory in its investment process.
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