Alongside Financial Partners

Overview

Alongside Financial Partners is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm charges a mix of asset-based fees and fixed fees and runs fully discretionary mandates for its clients. Portfolio construction centers on publicly traded equities and exchange-traded funds, with an explicit ESG emphasis built into selection and manager choice. Alongside Financial Partners is owner-operated and does not act as a capital allocator to third‑party private funds; instead it implements liquid, portfolio-level solutions that prioritize equity exposure and straightforward fee structures. The adviser’s practice appears geared toward hands-on wealth management for a concentrated client base, combining financial planning with ongoing portfolio oversight. Given the firm’s size and activities, allocation decisions favor scalable, liquid instruments that can be managed in separately managed accounts or pooled vehicles while incorporating ESG screens and modest alternative exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices