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

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

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.

To learn more about the advisors currently working at Financial 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.