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Why We're Different

1. Fee-only

The only way we are paid is through fees from our clients. We receive no commissions, we do not sell products, and we have no relationships with anyone who provides us kickbacks. Moreover, our clients pay a flat, annual fee to retain our services. None of our fee is hidden within investment products nor do we require you to move your accounts so that we can charge a percentage to manage it. But don't just take our word for it - click to the right and view our firm ADV Part II that we file with the U.S. Securities and Exchange Commission (SEC).

 

 2. Holistic

While we do provide investment advice, we understand there are many more financial decisions that affect your life. When you work with us, we will work through any of the following as it pertains to you:

  • Tax preparation
  • Tax planning
  • Risk analysis
  • Insurance & employer benefits
  • Real estate (personal & investment)
  • Cash flow
  • Goals & money values
  • Estate planning
  • Investment advising & monitoring
  • Account setup & maintenance

We aim to be your ‘go-to people' when it comes to money matters. And because we coordinate all aspects of your financial life, you will never have to worry if that investment decision you make will have a big impact on your tax return the following year.

3. Fiduciaries

Many people can use the title "Financial Planner," but far fewer stand on the ground that they are fiduciaries. That is because a fiduciary has a legal responsibility to put your best interest ahead of their own. At Partnership Financial, we have always been, and will always be, fiduciaries.