Insights

Growing Firm Spotlight Partner In Financial Planning has earned recognition as a Financial Times 300 Top Registered Investment Advisor, signaling credibility and a potential openness to strategic partnerships or enhanced service offerings that support growth and branding.

Small Team Opportunity With a lean team of 2-10 employees, the firm may benefit from scalable, low-touch solutions, outsourced support, and technology that boosts efficiency and client experience without demanding significant headcount.

Revenue Profile Annual revenue is under $1 million, indicating a growth-focused advisory likely exploring practice management, practice acquisition, or affordable outsourced services to accelerate scale and profitability.

Tech Stack Fit Current usage of WordPress-based tools and standard security and SEO plugins suggests openness to technology-driven marketing, client portal enhancements, and cybersecurity or compliance solutions tailored for small advisory firms.

Market Positioning Operating in Oklahoma with peers and well-known industry players in the market, there may be opportunities for regional partnerships, referral programs, or niche investment offerings to differentiate from larger national incumbents.

Similar companies to Partners In Financial Planning

Partners In Financial Planning Tech Stack

Partners In Financial Planning uses 8 technology products and services including Font Awesome, Twemoji, Yoast SEO, and more. Explore Partners In Financial Planning's tech stack below.

Font Awesome
Font Scripts
Twemoji
Font Scripts
Yoast SEO
Search Engines
X-XSS-Protection
Security
Plesk
Web Hosting
WP-PageNavi
Web Platform Extensions
Nginx
Web Servers
Rich Plugins Reviews
Wordpress Plugins

Media & News

Partners in Financial Planning, LLC recognized as Financial Times 300 Top Registered Investment Advisors.
Partners in Financial Planning, LLC is proud to announce that Partners in Financial Planning has been named to the Financial Times 300 Top Registered Investment Advisors (RIA) for the second year in a row.
Jun 15, 2016 | partnersinfinancialplanning.com

Partners In Financial Planning's Email Address Formats

Partners In Financial Planning uses at least 1 format(s):

Partners In Financial Planning Email Formats	Example	Percentage
First@partnersinfinancialplanning.com	John@partnersinfinancialplanning.com	100%

Frequently Asked Questions

What is Partners In Financial Planning's phone number?

You can contact Partners In Financial Planning's main corporate office by phone at

+1-540-444-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Partners In Financial Planning's official website and social media links?

Partners In Financial Planning's official website is partnersinfinancialplanning.com and has social profiles on LinkedIn.

How much revenue does Partners In Financial Planning generate?

As of July 2026, Partners In Financial Planning's annual revenue is estimated to be <$1M.

What is Partners In Financial Planning's NAICS code?

Partners In Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Partners In Financial Planning have currently?

As of July 2026, Partners In Financial Planning has approximately 9 employees across 1 continents, including North America. Key team members include Certified Financial Planner Professional: C. B.. Explore Partners In Financial Planning's employee directory with LeadIQ.

What industry does Partners In Financial Planning belong to?

Partners In Financial Planning operates in the Financial Services industry.

What technology does Partners In Financial Planning use?

Partners In Financial Planning's tech stack includes Font AwesomeTwemojiYoast SEOX-XSS-ProtectionPleskWP-PageNaviNginxRich Plugins Reviews.

What is Partners In Financial Planning's email format?

Partners In Financial Planning's email format typically follows the pattern of First@partnersinfinancialplanning.com. Find more Partners In Financial Planning email formats with LeadIQ.

Partners In Financial Planning

Q: How many employees does Partners In Financial Planning have currently?

Partners In Financial Planning has approximately 9 employees.

Q: What industry does Partners In Financial Planning belong to?

Partners In Financial Planning operates in the Financial Services industry.

Q: What technology does Partners In Financial Planning use?

Partners In Financial Planning's tech stack includes jQuery Migrate, Shopify, HSTS, Rich Plugins Reviews, Google Maps.

Q: What is Partners In Financial Planning's NAICS code?

Partners In Financial Planning's NAICS code is 52 (Finance and Insurance).

Financial ServicesOklahoma, United States2-10 Employees

Partners In Financial Planning is a small financial services firm based in Edmond, Oklahoma. The company delivers financial planning and investment advisory services to clients seeking guidance on their finances. With a modest local footprint, the firm operates primarily from its Edmond location. In 2016, the firm was named to the Financial Times 300 Top Registered Investment Advisors, marking its recognition for excellence in the advisory field for a second consecutive year. This external acknowledgment places the practice among professional peers within the broader United States investment advisory landscape.