FORREST FINANCIAL PARTNERS LLC

Overview

Forrest Financial Partners LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm runs a fee model that includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, and it provides a mix of financial planning and portfolio management services for individuals, small businesses and institutional business clients. Service offerings also include educational seminars and workshops. Investment activity centers on public equities — the firm shows a clear preference for exchange-traded holdings — but it also allocates to a range of third-party alternative managers. Forrest Financial Partners is not an active ESG investor and is not structured as a capital allocator; instead it relies on external managers for alternative exposure. Portfolio management is predominantly discretionary, and custodial relationships with Interactive Brokers and Charles Schwab indicate a combination of trading-capable accounts and traditional advisory custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices