Your financial partner for life’s course.

Our Approach

At Exemplar Wealth Partners our mission is to turn your goals into reality. We provide a personalized path to financial freedom, guiding you every step of the way to meet your needs and dreams. We understand the hard work behind your wealth, and our goal is to ensure you feel confident in your financial journey. Built on trust, communication, and lasting relationships, Exemplar values you and your unique story, always striving to help you achieve your financial aspirations.

Registered Investment Advisor vs. Broker Dealer

Exemplar Wealth Partners is a Registered Investment Advisory firm.  We are obligated by law to act in a fiduciary capacity and are thereby held to a higher standard of conduct than registered representatives (Broker Dealers).  This fiduciary duty mandates that Exemplar must always unconditionally put each client’s best interests ahead of our own, regardless of all other circumstances.  Our primary function is offering investment advice. Exemplar is not a Broker Dealer.

A Broker Dealer is held to the lesser standard of ‘suitability.’  Broker Dealers facilitate the purchase and sales of securities and are not required to put their clients’ interest before their own.

Meet Our Team

Every meaningful relationship starts with a conversation.