A complete list of active advisors currently associated with Groundwork Financial Partners
Warmer can help you find a great advisor at Groundwork Financial Partners or one who fits your needs even better.
Groundwork Financial Partners provides investment management and related advisory services to a mix of clients that include employer-sponsored retirement plans, individuals, and other entities seeking financial planning and tax support. Services described in its brochure include discretionary and non‑discretionary portfolio management, ongoing and project‑based financial planning, retirement plan consulting and management, tax planning and preparation, bookkeeping, and educational seminars. The firm uses a combination of fundamental, technical and cyclical analysis and constructs portfolios with an emphasis on asset allocation, using both passive and active strategies and generally favoring long‑term holdings while permitting shorter‑term trades when appropriate. Engagements are tailored to client needs; clients may grant limited discretionary authority, impose written investment restrictions, and choose from ongoing, project‑based, hourly, or fixed‑fee arrangements in addition to asset‑based billing. Groundwork is noteworthy among investment‑manager peers for its close relationship with a related accounting and tax practice (including bookkeeping and tax preparation services) and for ownership interests in real estate holdings, with the firm’s principal allocating a significant portion of professional time to those non‑investment activities. The firm also emphasizes retirement plan consulting — including acting in fiduciary/ERISA capacities for plan sponsors — and offers public or sponsor‑focused educational seminars, features that are less common among firms in this category.
To learn more about the advisors currently working at Groundwork Financial Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
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