Loftin Wealth Partners

Overview

Loftin Wealth Partners is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm provides fee-based wealth management and planning services to individuals and families, offering a mix of billing methods including a percentage-of-AUM fee, hourly charges, and fixed fees. Advisory services listed by the firm emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars or workshops. The adviser does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. The firm maintains an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives