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YOUR FINANCIAL PARTNERSHIP
Your Financial Partnership offers fee-only fiduciary planning, financial plans, ongoing planning, and portfolio management. They help families going through...
Overview
Your Financial Partnership offers fee-only fiduciary planning, financial plans, ongoing planning, and portfolio management. They help families going through a transition with money questions and guide clients without taking commissions or selling products. They provide a free 30-minute conversation and work by appointment or virtually.
General information
Firm type
RIA
Location
City
Lee's Summit
Principals
Dean Lyman
Frequently asked questions
What is the partnership's geographic focus?
No geographic concentration has been publicly identified. Single-family offices of this profile frequently concentrate investments in the country or region where the underlying wealth was generated, but the partnership's name and minimal public record leave this unconfirmed.
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