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Family CFO

When it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner.

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Investment Philosophy

It takes years of study and experience to understand the investment choices available in today’s market.

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Working with EnRich

We are a Madison-based wealth management practice that serves a select number of individuals, families, and businesses.

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EnRich Newsletter


Mission Statement & Core Values

Mision Statement
 
The mission of EnRich Financial Partners is to serve as the "Family CFO" to help our clients achieve their most cherished dreams and avoid harmful financial mistakes. We achieve our mission by treating our clients' financial interests with the same care as we do our own. At our core, we act as fiduciaries providing personalized, objective, fee-based advice.
 
Core Values
  • Honest - We pledge to be ever truthful and forthright with our clients.
  • Trustworthy - We maintain strict confidentiality and always act in the best interest of our clients.
  • Dependable - We do what we say and help clients stay financially on-track.
  • Independent - We seek out the best choices for our clients and are not influenced by outside pressures. We will help you think about investing differently.
  • Consistent - We build a consistent track record that clients can rely upon.
  • Caring - We genuinely wish our clients the highest levels of health, happiness, and good fortune.

These are more than just words to us - these ideas are the way we live each day, and the core of why we do what we do.

We chose this profession because of our ability to positively change the situations of the individuals, families and business entities with whom we work through our financial planning and investment management process.

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Contact Details

EnRich Financial Partners LLC
6502 Grand Teton Plaza, Suite 201
Madison, WI 53719
Phone: 608.275.3442
Toll-Free: 888.204.1557
Fax: 608.275.3445

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.