Palm Springs Office
500 South Palm Canyon Drive,
We Are Your Professional Full-Service Financial Management Firm
At Hancock Partners, we collaborate with you to formulate a plan that will help get you to your financial goals.
We Are Here to Help with Your Retirement Planning Needs
The financial 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- Begin Estate Planning Today
It’s never too soon to start planning for the legacy you leave behind.
Wealth Management Services for the Palm Springs Community
Palm Springs is our home, and our financial professionals are dedicated to helping the members of our community reach their financial goals.
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 most suitable path to help guide you towards 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 towards greater financial confidence. 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 independence is fundamental to our approach. With you, we create a strategy to help meet your present and future goals, explicitly tailored to your needs and desires. We understand your need for quality of life now and for your family after you are gone. With our estate planning and legacy planning services, we can assist you with planning for the future.
*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Our client-focused approach to financial planning allows for us to find the combination of solutions that addresses your needs and financial goals.
The LGBTQ+ community can have different financial goals and needs than other clients. Institutional obstacles and individual challenges often create financial pressure and stress.
You deserve to work with a financial planner who understands your specialized financial needs.
Byron and his husband Len are active members of the Palm Springs community, so Byron has firsthand insights into the challenges and circumstances that are unique to the gay community's financial planning.
Whether you need a financial professional for assistance with estate planning, ethical investing, wealth management or retirement planning, Hancock Partners is here to help you create a personalized and thoughtful financial plan to reach your specific financial goals.
LPL Financial has a strong committment to the LGBTQ+ community, and by partnering with them, we are confident that we are able to help you make a financial plan that addresses your specific needs.
Byron is affiliated with The Center, LAMBDA Legal, and Human Rights Campaign.
LPL Registered Principal
Client Services Specialist
Account Operations Specialist
Managing Partner & Chief Investment Officer at Mariner Advisor Network
Research Coordinator, Mariner Advisor Network
Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network