Financial Partners Group
Financial Services • 
Carmel, Indiana, United States • 21-50 Employees
Company overview
| Headquarters | 571 Monon Boulevard, Suite 150, Carmel, INDIANA 46032, US |
| Phone number | +16152309700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Property & Casualty, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Investment Strategies, Wealth Management Strategies |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at Financial Partners Group
Jami Wolsiefer
Director Of Marketing And Client Services
Ross Whitfield
Marketing & Recruiting Director
Financial Partners Group Email Formats
Financial Partners Group uses 4 email formats. The most common is {first initial} (e.g., j@financialpg.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialpg.com | 40% |
{first initial}{last name} | jdoe@financialpg.com | 46.7% |
{first name} | john@financialpg.com | 13.3% |
About Financial Partners Group
VISION STATEMENT To develop long-lasting client relationships by using a transparent, holistic approach in helping clients shape their financial futures. By adhering to the highest ethical standards of putting client needs first, we will become the preeminent provider of financial advice in the communities we serve. MISSION STATEMENT At Financial Partners Group we are committed to delivering comprehensive, impactful practice management tools so our advisors can focus on providing transparent and holistic solutions that meet the unique needs of their clients. We have built our reputation on the cornerstones of integrity, reliability and best-in-class service and continually strive to be the preeminent provider within the communities we serve. We support that goal with a philosophy of adhering to the highest ethical standards and building long-term client relationships based on mutual trust and respect. KEY INITIATIVES • Transparent and holistic financial planning • Team selling groups/ succession plans • Strategic alliances • Open architecture for both wealth and risk management solutions • Impactul practice management tools for advisors 571 Monon Blvd., Suite 150, Carmel, IN 46032, 317-616-2800, Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor, Insurance services offered through Financial Partners Group, which is not affiliated with Woodbury Financial Services, Inc. http://joinwoodbury.com/disclosures/socialmedia www.finra.org www.sipc.org
Financial Partners Group revenue & valuation
| Annual revenue | $25,100,000 |
| Revenue per employee | $927,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $80,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Financial Partners Group has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Financial Partners Group has never raised funding before.
Financial Partners Group Tech Stack
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Frequently asked questions
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