In 1987 a small group of successful independent life insurance professionals recognized the reason for their success was their ability to sit on the clients’ side of the table. They fostered a higher standard of client relationships and service responsibilities, and set a goal to align their practices with like-minded peers across the country. They founded The Partners Group, which a decade later became Partners Financial, having grown to over 100 members.

Advocacy on behalf of their clients translated into influence with life insurance institutions for product innovation and dedicated resources to solve problems unique to entrepreneurial businesses and the affluent families that own them. The PartnersFinancial culture values client-centered idea-sharing and collaborative relationships unique to the financial services industry.

  • Members gain access to a wider spectrum of products, services and support, all resulting in wider choice and informed objectivity that clients deserve.
  • PartnersFinancial participates in each core carrier’s product development process, as well as advisory councils composed exclusively of PartnersFinancial members.
  • PartnersFinancial enjoys the commitment of dedicated underwriting and service teams from its core carriers for negotiating the best pricing and resources for clients.
  • The organization provides best practices tools to help members increase their staff efficiency to support deeper client relationships and more efficient delivery of solutions.

As members for many years, we feel privileged to enjoy these institutional advantages while adhering to the advantages of our entrepreneurial independence.

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©2021 Campbell Wealth Management, LLC

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Campbell Wealth Management is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Campbell Wealth Management or PartnersFinancial.

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