{"id":40,"date":"2023-12-09T20:44:17","date_gmt":"2023-12-09T20:44:17","guid":{"rendered":"https:\/\/financialpartners.io\/?page_id=40"},"modified":"2026-04-10T18:45:47","modified_gmt":"2026-04-10T18:45:47","slug":"about-us","status":"publish","type":"page","link":"https:\/\/financialpartners.io\/?page_id=40","title":{"rendered":"About Financial Partners, LLC"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Our Firm<\/h2>\n\n\n\n<p>Financial Partners, LLC is a professional services firm providing investment advisory, financial planning, accounting, and tax services to individuals and business clients. Our approach emphasizes clear communication, professional responsibility, and services delivered in accordance with applicable regulatory and ethical standards.<\/p>\n\n\n\n<p>Services are offered based on client needs, engagement scope, and applicable licensing or registration requirements. Not all services are available to all clients.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How We Serve Clients<\/h2>\n\n\n\n<p>Our goal is to help clients make informed financial decisions by providing objective information, thoughtful analysis, and professional guidance within the scope of the services we are authorized to offer.<\/p>\n\n\n\n<p>We work collaboratively with clients to understand their goals, financial circumstances, and priorities. Recommendations are developed based on information provided by the client and are subject to the terms of a written engagement or advisory agreement.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Service Structure and Capacity Disclosures<\/h2>\n\n\n\n<p>To promote transparency and avoid confusion, services are provided in clearly defined capacities:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Investment advisory services<\/strong> are offered through <strong>Cetera Investment Advisers LLC<\/strong>, a registered investment adviser. When providing investment advisory services, advisors act in a fiduciary capacity as required under applicable law.<\/li>\n\n\n\n<li><strong>Brokerage services<\/strong> are offered through <strong>Cetera Wealth Services, LLC<\/strong>, a registered broker\u2011dealer and member <strong>FINRA\/SIPC<\/strong>. Brokerage services are governed by applicable suitability and best\u2011interest standards.<\/li>\n\n\n\n<li><strong>Accounting and tax services<\/strong> are provided in a <strong>separate, non\u2011investment advisory capacity<\/strong>. The provision of accounting or tax services is not contingent upon engaging investment advisory or brokerage services.<\/li>\n\n\n\n<li><strong>Insurance solutions<\/strong> are offered through appropriately licensed insurance agencies. Insurance products are not investment products and are not insured by the FDIC or any federal government agency.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Professional Standards<\/h2>\n\n\n\n<p>Our professionals maintain education, credentials, and licenses appropriate to the services they provide and are committed to ongoing professional development. Services are delivered in accordance with applicable regulatory requirements and professional ethical standards, including those established by financial services regulators and professional accounting organizations.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Client Communication<\/h2>\n\n\n\n<p>We believe clear and straightforward communication is an essential part of the client relationship. We strive to explain financial concepts, strategies, and considerations so clients can understand the information relevant to their situation and make decisions consistent with their goals.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Important Disclosures<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Investing involves risk, including the possible loss of principal. No investment strategy or planning process can guarantee outcomes or protect against loss.<\/li>\n\n\n\n<li>Registration with the Securities and Exchange Commission or any state securities authority does <strong>not<\/strong> imply a certain level of skill or training.<\/li>\n\n\n\n<li>This website is intended for U.S. residents only. Representatives may only conduct business in states or jurisdictions in which they are properly registered or licensed.<\/li>\n\n\n\n<li>Information provided on this site is for general informational purposes only and should not be considered legal or tax advice. Clients should consult their legal or tax professionals regarding their specific circumstances.<\/li>\n<\/ul>\n\n\n\n<p>Check the background of your financial professional on <strong>FINRA\u2019s BrokerCheck<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>I<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our Firm Financial Partners, LLC is a professional services firm providing investment advisory, financial planning, accounting, and tax services to individuals and business clients. Our approach emphasizes clear communication, professional responsibility, and services delivered in accordance with applicable regulatory and ethical standards. Services are offered based on client needs, engagement scope, and applicable licensing or [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-40","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages\/40","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/financialpartners.io\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=40"}],"version-history":[{"count":16,"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages\/40\/revisions"}],"predecessor-version":[{"id":429,"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages\/40\/revisions\/429"}],"wp:attachment":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=40"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}