Your Family CFO
EnRich Financial Partners exists to offer expert financial planning and wealth management services, and we do so in a manner that is tailored to your needs, however they may evolve.
We help you think strategically about how to protect and expand your financial security, guide your investment decisions, and disentangle the sometimes complex world of finance.
Having a dedicated Family CFO gives you something wonderful: the freedom to concentrate on your family, your career, and your community.
We first understand your goals and objectives and then mutually agree on an asset allocation, selecting investment holdings that are a fit to serve those goals. We then help you manage your investments by determining whether they should be growth oriented or conservative, how tax efficient we should be in our approach, monitoring the investment holdings, and rebalancing periodically.
Why Choose EnRich?
We collectively have over 60 years of experience to draw from, and every advisor is required to carry the CERTIFIED FINANCIAL PLANNER™ designation.
We are legally bound to work in your best interest, meaning we use the investment solutions that are best for you. The only fee we accept comes directly from our clients.
We play an active role in our clients’ lives. We get to know them on a personal level beyond just the numbers.