Partnership Financial is a registered investment advisor founded in 1996, operating out of Columbus, Ohio. The firm specializes in providing personalized, comprehensive financial planning and investment guidance to individuals and families, maintaining no minimum asset or net-worth requirements. Partnership Financial functions as a legally required fiduciary, meaning professionals must always act in your best interest, and does not sell insurance or investment products or accept commissions. Services are delivered through ongoing relationships or focused project engagements, covering areas such as tax planning and preparation, retirement planning, estate planning, budgeting and cash flow, insurance analysis, and small business planning. The advisory team includes Certified Financial Planners and Enrolled Agents who guide clients through structured meetings and tailored recommendations.
Fee Structure
Partnership Financial does not manage investment portfolios on a percentage-of-assets basis. Instead, investment guidance is included as part of their comprehensive financial planning agreements and ongoing advisory services.
