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1. Fee-only

We do not accept commissions or any outside compensation. Our clients pay us directly so we can exclusively focus on finding the best solutions for their needs. Being fee only means you get objective advice, not a sales pitch.


 2. Holistic

Your financial life is bigger than Wall Street so at Partnership Financial we look beyond stocks and bonds.

We offer guidance in:

  • Tax preparation
  • Tax planning
  • Risk Analysis
  • Insurance
  • Real Estate
  • Cash Flow Analysis
  • Goal Assessment
  • Estate planning
  • Investment advising
  • Portfolio monitoring

We aim to be your ‘go-to guys’ anytime money matters affect your life. Because our services are wide-ranging, we can coordinate all financial aspects of your life so everything works together to support your goals.

3. Fiduciaries

We have always been fiduciaries at Partnership Financial. That means we have the legal responsibility to put your best interest ahead of everything else. Isn’t that what you want from an advisor?