EnRich Financial Partners LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous.

EnRich Financial Partners exists to offer expert financial planning and wealth management services, and we do so in a manner that is tailored to your needs, however they may evolve.

Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security.

Having a dedicated Family CFO gives you something wonderful: the freedom to concentrate on your family, your career, and your community.

At EnRich, we are experts in portfolio management and retirement income planning. But we are more than that - we're people who understand how hard you work for your money. We're here to help discerning professionals capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. We help people think about investing differently.

We collectively have nearly 50 years of experience and are here to help discerning professionals creatively capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. To us, financial planning goes beyond planning for how best to use your money. It combines your money, your values, and your life into what we consider to be real financial advice.

Find EnRich Financial Partners LLC employees' phone numbers or email addresses

EnRich Financial Partners LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Oceania
1

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  • Australia
    1

EnRich Financial Partners LLC's Leadership

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    C. R.
    Founder/Senior Wealth Advisor
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  • Stylized image of a person
    E. R.
    Owner, Cfp®
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  • Stylized image of a person
    N. D.
    Partner/Senior Wealth Advisor
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  • Stylized image of a person
    N. K.
    Director Of Business Operations
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  • Stylized image of a person
    J. R.
    Client Service Manager
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  • Stylized image of a person
    T. T.
    Wealth Advisor
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  • Stylized image of a person
    E. E.
    Client Service Specialist
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  • Stylized image of a person
    E. J.
    Client Service Specialist
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EnRich Financial Partners LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from EnRich Financial Partners LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. R.
    Owner, Cfp®
    Phone icon
    United StatesWisconsin
    Feb 25, 2025
  • Stylized image of a person
    C. R.
    Founder/Senior Wealth Advisor
    Phone icon
    United StatesWisconsin
    Apr 14, 2025
  • Stylized image of a person
    N. D.
    Partner/Senior Wealth Advisor
    Phone icon
    United StatesWisconsin
    Jul 16, 2024
  • Stylized image of a person
    N. K.
    Director Of Business Operations
    Phone icon
    United StatesWisconsin
    Nov 20, 2025
  • Stylized image of a person
    J. R.
    Client Service Manager
    Phone icon
    United StatesWisconsin
    Nov 20, 2025
  • Stylized image of a person
    T. T.
    Wealth Advisor
    Phone icon
    United StatesWisconsin
    Nov 20, 2025
  • Stylized image of a person
    E. E.
    Client Service Specialist
    Phone icon
    United StatesWisconsin
    Sep 12, 2024
  • Stylized image of a person
    E. J.
    Client Service Specialist
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    N. C.
    Wealth Advisor
    Phone icon
    UNITED STATES
    Jul 16, 2024
  • Stylized image of a person
    M. E. D.
    Client Account Specialist And Financial Data Manager
    Phone icon
    UNITED STATES
    Nov 20, 2025

Frequently Asked Questions

What is EnRich Financial Partners LLC known for?

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EnRich Financial Partners LLC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 6502 Grand Teton Plaza Suite 201 Madison, Wisconsin 53719 United States; you can contact the main corporate office by phone at . Explore EnRich Financial Partners LLC's company overview page for more information.

What is EnRich Financial Partners LLC's most common email format?

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EnRich Financial Partners LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EnRich Financial Partners LLC email formats with LeadIQ.

How many employees does EnRich Financial Partners LLC have currently?

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EnRich Financial Partners LLC has approximately 7 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are EnRich Financial Partners LLC's key employees and leadership?

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As of February 2026, EnRich Financial Partners LLC's key employees include:

  • Founder/Senior Wealth Advisor: C. R.
  • Owner, Cfp®: E. R.
  • Partner/Senior Wealth Advisor: N. D.
  • Director Of Business Operations: N. K.
  • Client Service Manager: J. R.

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