Financial Partners, Inc.

Overview

Financial Partners, Inc. is a small, privately held adviser that combines insurance brokerage with advisory work focused on pension consulting services. The firm reports a clear tilt toward equities, with the largest reported exposure in non-exchange-traded equity positions. It operates on a percentage-of-AUM fee model and manages client assets on a non-discretionary basis, meaning investment decisions typically remain subject to client approval. The firm does not classify itself as an active ESG investor and is not set up as a multi-state adviser. Its business mix privileges insurance solutions and pension-related advisory work alongside investment account relationships, suggesting a hybrid model where retirement plan consulting and insurance distribution sit alongside portfolio management and account servicing.

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Investments & Alternatives

Location & Offices