Phoenix, AZ N 40th St Office

Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm that offers services to individuals and high‑net‑worth clients, corporate executives, trusts, corporations, retirement plans, tax‑exempt organizations, and other legal entities. Its services include financial planning, discretionary and non‑discretionary portfolio management for individuals and institutions, retirement plan consulting, 401(k) participant portfolio recommendations, tax and estate planning coordination, and the selection or recommendation of third‑party sub‑advisers.

The firm’s advice is built around asset‑allocation models that consider a client’s goals, time horizon, tax and estate objectives, and risk tolerance, and it monitors portfolios with periodic reporting and rebalancing recommendations. It may implement strategies through third‑party sub‑advisers and platform managers, and provides 401(k) participant services that recommend model ETF portfolios and automated rebalancing notifications.

Compared with many peers in the no‑active‑advisors category, Rothschild Financial offers financial planning on hourly or fixed‑fee terms, explicitly provides selection of other advisers, and is affiliated with a broker‑dealer and several insurance and technology affiliates (including a back‑office platform that facilitates third‑party manager access). The brochure also discloses that the firm serves as investment manager to an affiliate private fund and details potential conflicts that can arise from affiliated broker‑dealer relationships, insurance sales, sub‑adviser fee arrangements, and preferred platform offerings.