A Relationship with EnRich Financial Partners

EnRich Financial Partners is a Madison-based wealth management practice that serves a select number of individuals, families, and businesses. Our mission is to serve as the "Family CFO" while helping clients achieve their vision of financial success.

We are a fee-based financial advisory firm and act as a fiduciary to serve in the best interest of our clients. We offer objective and independent advice that is not focused on generating a commission. We strive to help protect and grow your assets using sound and tested methods with the potential for achieving your financial goals.

In order to best serve our clients, we have developed three distinct service options to serve the individuals, families, and businesses that partner with us. Our service offering is summarized as follows:

I. Full Partnership
Financial Planning & Investment Management
  • Bundled comprehensive financial planning & portfolio management services
  • Minimum of $250,000 in investable assets and managing 80% of available investment assets
  • Assets under management fee schedule applies
  • Appropriate for someone who needs financial planning services and has accumulated an appropriate amount of investable assets; they view us as their Family CFO
II. Strategic Partnership
Financial Planning
  • Comprehensive financial planning services only
  • Service available for a flat annual retainer fee, which varies based on complexity
  • Appropriate for someone who needs financial planning services, but has not accumulated an appropriate amount of investable assets, or prefers to manage their portfolio on their own or with another advisor
  • This service may be coupled with our Portfolio Management service
III. Portfolio Management
Investment Management
  • Portfolio management services only
  • Minimum of $250,000 in investable assets 
  • Assets under management fee schedule applies
  • Appropriate for someone who has little to no financial planning needs, but has accumulated an appropriate amount of investable assets

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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: info@enrichpartners.com