Clients are real people with $500,000 to $100,000,000 in assets: Custom-built portfolios, advice on 401Ks, finding a trusted attorney or CPA, documenting plans for finances, budgets, ageing parents, and special needs children are just a few of the items we help tackle. Clients love our role in their family as ethical educators with 50+ years of experience stewarding assets and lives. Nice people i
s our real minimum engagement, so please consider Glenwood Financial Partners full team as a welcoming resource for any question or discussion in plain language. We believe in a forthright and caring approach, and we are always delighted to talk things over. We have no products to sell, rather, we provide advice, guidance and recommendations customized to your personal situation. We strongly recommend a lifetime financial analysis and plan as the best foundation for developing an investment discipline. Financial plans and investment strategies are created to work together and are based upon well researched, time tested fundamentals that are not disrupted by emotional distractions. Our independence means that we report only to our clients as their trusted advisors. Our client service focus is at the core of our relationships and that focus is why client families have worked with us for multiple generations. We are ever thankful for the trust and friendship that we are shown. It is a privilege to work with and for others as advocates and partners, and the personal gratification that we receive from serving others is what makes work so rewarding. We have selected Raymond James and Schwab for independent custody and clearing of client assets because of their strength, stability, and reputation. Each firm shares our commitment to putting people, planning, and principles first. As an additional element of our deep and committed support network Glenwood Financial Partners selected Eudaimonia Partners as our SEC registered investment advisor (RIA), and we have strategic partners across research and trading, private banking and trust services, technology, operations, compliance and cybersecurity.
