About Us
Service
A hallmark of Capital Advisors. We believe service and personal attention are two of the qualities that set us apart from our competition. All client matters are handled with a sense of urgency.
Holistic Approach
Our approach is "process" not "product" driven. We believe in developing an overall "big picture" strategy and integrating each component part into an overall plan.
Teamwork
External -- We will work closely with your other advisors (i.e. accountant, attorney) to ensure that all options are explored. We are consensus builders -- providing a unique and much needed service to our clients.
Internal -- Every client has a Partner and an Analyst assigned to their account. This allows you to have easy access to a member of your team.
Financial Modeling
We develop a customized cash flow model for most of our clients. Every client's situation is unique: "canned" software programs are not. This easy-to-understand proprietary model is the roadmap we utilize to test and develop many of the strategies we recommend.
Independence
We are an independently owned and operated financial planning firm. We work exclusively for our clients, not a brokerage house, insurance company, or bank.
Experience
The Partner Group has over 75 years of combined experience in the financial services industry. We hold many of the designations and credentials essential to offering high level financial advice -- Certified Public Accountant (CPA), Certified Financial Planner (CFP®), Personal Financial Specialist (PFS), Masters of Business Administration (MBA), and Certified Financial Analyst (CFA).