WealthPartners was founded in 2005 by wealth advisor John Hill. His vision was to provide wealth management to select clients while forming a partnership with each of those clients, which is how the name WealthPartners was born. Our mission to provide comprehensive wealth management and retirement planning services remains the same nearly 20 years later.
For WealthPartners, there is always a vision stated with purpose and continuous planning. Part of the vision always involves ways to develop and maintain client relationships, from striving for client service excellence to strengthening our systems and operations. It’s not enough to deliver superb wealth management to clients, but equally important to have valued partnerships as a true testament to the type of firm WealthPartners continues to have.
Since the firm was founded, our team has expanded to better serve our clients with the brightest and most skilled team members. With six investment advisor representatives, three are Certified Financial Planners® and one a Certified Public Accountant. Our clients benefit from a true comprehensive experience.
Our client retention in recent years averages 99%! Every client’s perspective and goals are placed at the forefront of our relationship. Clients are respected, heard, and valued.
Every recommendation we make is geared towards helping our clients reach their goals and experience a confident, peaceful retirement.