Financial Partners Group, Inc.

Financial Partners Group is a Registered Investment Adviser specializing in personalized investment advisory services for individuals, high-net-worth individuals, charitable organizations, retirement plans, trusts, estates, and business entities. Established in 2004 by James Claiborne, the firm is currently owned by James Claiborne and Timothy McDermott. Registered with the SEC since 2017, the firm offers discretionary and non-discretionary investment management services based on a percentage of assets under management. Services include investment analysis, allocation, portfolio reports, and ongoing monitoring. FPG primarily allocates assets among mutual funds, ETFs, cash, bonds, and equities based on client objectives. Investment Adviser Representatives work with clients to determine suitable portfolios based on financial conditions, objectives, risk tolerance, and time horizons. The firm provides estate planning advice, tax planning, and financial planning services for a fee. FPG also offers retirement plan advisory services, including investment selection, monitoring, and participant education. The firm may recommend third-party managers for client investments, evaluating their experience, performance, and investment style. FPG's investment strategies include long-term purchases, short-term purchases, trading, and more. The firm discloses potential conflicts of interest related to custody, fees, and additional services provided by custodians. FPG does not vote proxies on behalf of clients and does not have financial conditions that may impair its ability to meet commitments.