Financial Partners Group Email Format
Financial ServicesIndiana, United States11-50 Employees
Financial Partners Group operates in the financial services industry with a focus on supporting financial advisors to improve the client experience. Located in Carmel, Indiana, the firm emphasizes its commitment to helping advisors enhance interactions with their clients. The organization employs a small to mid-sized team, reflecting its service model and scope within the advisor community. In 2023 the company appointed Dan Weinstein as chief financial officer, marking a leadership update. In 2025 the company participated in an industry event related to the SPDR S&P MidCap 400 ETF Trust, indicating ongoing engagement with the broader asset-management ecosystem.