YOUR FINANCIAL PARTNERSHIP

Overview

Your Financial Partnership is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges a mix of fee structures — percentage of assets under management, hourly rates and fixed fees — and provides core advisory services that include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm is designated as a capital allocator, which indicates it sources and places client capital with third-party managers and pooled vehicles as part of portfolio construction. Investment emphasis is clearly equity-oriented: filings show a strong preference for exchange-traded equities as the primary building block for client portfolios. The firm does not identify itself as an active ESG investor. It operates as a single-state adviser and manages client relationships on an advisory and discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices