Our Firm

Your life and wealth don’t come with directions. Whether you’re just starting to accumulate assets or have already built a nest egg, it’s important to decide how you will build, preserve, and distribute your wealth as you experience the many milestones of life. At Momentum Financial Partners, we serve as your financial guide, providing personalized navigation. With a roadmap in hand, we help you address the many decisions you face and offer you clarity and confidence regarding your finances.

Our goal is to go beyond the service level of the conventional wealth management firm and serve as a trusted team of professionals you can rely on for honest recommendations and ongoing education tailored to your questions. We honor our fiduciary responsibility and don’t take this role lightly.

Through our unique and comprehensive approach, we aim to take your financial concerns off your plate so you can focus less on your financial challenges and more on the things that matter most to you in life. It’s our passion and the reason we help people every single day.