Associated Financial Partners, Inc.

Overview

Associated Financial Partners, Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates under an owner-led structure and uses a flexible fee model that includes percentage-of-AUM, hourly and fixed fees, and other arrangements. Its investment posture is heavily equity-oriented, favoring exchange-traded securities as the primary vehicle for client portfolios. The adviser does not identify as an active ESG investor and appears to operate from a single-state footprint.

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Location & Offices