Financial Partners Group

  • Financial Services
  • Carmel IN
  • 43 employees
  • Financial Services
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Company Overview

Headquarters
571 Monon Boulevard Suite 150, Carmel IN
Website
financialpg.com
Phone
(866) 880-7214
Employees
43
Founded in
2002
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$20B

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Who is Financial Partners Group

Financial Partners Group is a company based in Carmel, Indiana, with 43 employees. Financial Partners Group offers comprehensive financial planning and practice management tools for advisors. They provide transparent and holistic solutions tailored to the unique needs of their clients. The company also facilitates team selling groups and succession plans, establishing strategic alliances and offering open architecture solutions for both wealth and risk management. Financial Partners Group distinguishes itself through its commitment to ethical practices, client-focused strategies, and best-in-class service. They aim to build long-lasting relationships with clients based on trust and respect. Financial Partners Group can be reached at 571 Monon Blvd., Suite 150, Carmel, IN 46032 or by phone at 317-616-2800. Securities and investment advisory services are offered through Woodbury Financial Services, Inc., a member of FINRA/SIPC and a Registered Investment Advisor. Insurance services are offered through Financial Partners Group, which is not affiliated with Woodbury Financial Services, Inc.

Company Leadership

Carla Adkins

Director of Client Services

Phone Email

Financial Partners Group Industry Tags

Financial Planning
Retirement Planning
Risk Management
Estate Planning
Wealth Management Strategies
Investment Strategies
Business Planning
Property & Casualty
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Financial Partners Group Tech Stack

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FAQ

What is the location of Financial Partners Group's headquarters?
The headquarters of Financial Partners Group are situated at 571 Monon Boulevard Suite 150, Carmel IN
What is Financial Partners Group's phone number?
Financial Partners Group's contact number is (866) 880-7214.
What is Financial Partners Group's official website?
The official website of Financial Partners Group can be found at financialpg.com.
What is Financial Partners Group's current revenue?
As of November 2022, Financial Partners Group's annual revenue reached $20B.
How many employees does Financial Partners Group currently have?
Financial Partners Group employs approximately 43+ people as of November 2022
Which industries is Financial Partners Group primarily operating in?
Financial Partners Group operates in the following industries: Finance, Credit
Who is the Director of Client Services of Financial Partners Group?
Financial Partners Group's Director of Client Services is Carla Adkins
What are Financial Partners Group's industry tags?
Financial Partners Group's industry tags include: Financial Planning, Retirement Planning, Risk Management
When was Financial Partners Group founded?
Financial Partners Group was founded in 2002.

Employee Directory

Key Employees

Tim Johnston

President and Founding Member, 2002

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Don Penn

Financial Advisor

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Ben Burbedge

Vice President, Financial Advisor

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Casey Hamilton

Marketing and Client Services Specialist

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