Your Trusted Advisors
Since 2003
As Trusted Financial Professionals, Our Purpose is to inspire our clients to live personally fulfilling lives and to pursue healthy relationships with God, family and community.
Family Wealth Partners has been serving individuals, families, and business owners around the country, as a team of financial professionals, since 2003. Our desire is to become our clients’ trusted Advisor as we engage with them in our process. Our process seeks to provide world class financial planning, investment, and insurance solutions, but our passion lies in helping our clients develop excellent habits of stewardship as they dream about and pursue their most lofty goals. We exist to minimize the stress associated with managing your wealth.
Our Core Values:
PASSION
˯
We are fully engaged in the fulfillment of our mission
HUMBLE COURAGEOUS CONFIDENCE
˯
We will lead in a fearless manner, yet with an unassuming spirit, trusting that our unknowable future is in the care of our good God
HOSPITALITY
˯
We will serve following the example of Jesus Christ – through self-giving and other-centered love
Our Mission
We serve families on their financial journey so they can pursue a fulfilled life and maximize their impact.