Simplified Financial Partners

Overview

Simplified Financial Partners is an independent limited liability advisory firm that serves individual, family and institutional clients. The firm bills on a percentage-of-AUM and fixed-fee basis and advertises core advisory activities that include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ownership is listed as individual and the firm maintains an industry affiliation with accountants. It is registered to operate in Michigan and Wisconsin.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices