Wealth Management custom-tailored.
Registered Investment Advisor
Why Choose Us
Let's plan your financial path.
FIDUCIARY
Putting our clients' best interests FIRST at all times.
FEE-ONLY
An open and transparent relationship is how we operate our business.
Our Story
For over 21 years, we have been helping our clients to GROW, MANAGE, and PROTECT wealth.
Designations
Expertise as both an Enrolled Agent and AAMS®.
About Us
Client-centric
sensible advice, detailed implementation, incisive monitoring, and impeccable service
Partners
Our strategic alliances.
Advisory services are offered through Couric Financial Partners LLC, a Registered Investment Adviser.
To Check Firm or Individual Backgrounds please go to FINRA’s Brokercheck.
Copyright © 2021 Couric Financial Partners LLC | Powered by AdvisorFlex