Your Trusted Full-Service Financial Management Firm
We at Hancock Partners collaborate with you to formulate a plan that will get you to your financial goals.
Prepare for Retirement with a Financial Planner
Our professionals at Hancock Partners regard your success as our success. Therefore, we are not satisfied until we see you are confident about your security.
Don’t Leave Your Legacy to Chance
It’s never too soon to start planning for the legacy you leave behind.
The world of finance is often complicated. Analyzing and choosing your investment options can be a daunting process. We stand ready to assist you in navigating what can be turbulent waters. First, we want to understand what is meaningful to you and your family, so that we are familiar with your needs, wants, and wishes. We realize that by taking this approach, we can determine the best path for you to accomplish your short-and long-term wealth management goals as we guide you through all of your life transitions every step of the way.
Your success is our passion; we enjoy leading you and your family to greater financial security. Ensuring your comfort now and throughout the future while also taking care of your loved ones is critical. We strive to develop a long-term, trusting relationship with you in which you don't hesitate to contact us with questions or concerns. Maintaining your confidence in your family's financial security is fundamental to our approach. With you, we create a strategy to meet your present and future goals, explicitly tailored to your needs and desires. We understand your need for a quality life now and for your family after you are gone. With our legacy planning service, there is no need to worry.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
LPL Registered Principal
Client Services Specialist
Account Operations Specialist
Managing Partner & Chief Investment Officer at Mariner Advisor Network
Digital Marketing Consultant
Vice President, Portfolio Consulting & Analytics