Payne Wealth Partners
Financial ServicesIndiana, United States11-50 Employees
Meet a 25-year-old firm designed to empower clients to make relevant, informed decisions. We believe in providing you the opportunity to lead your best life and leave a powerful legacy. Payne Wealth Partners is an Evansville, Indiana-based team of experienced professionals driven by our mission to “Empower clients to lead their best life and leave a powerful legacy”. The foundation of client services is comprehensive wealth planning for very-high-net-worth clients and their families, together with management of client investment portfolios. The Keystone Financial Consulting division of Payne Wealth Partners brings the same team-based set of wealth management services tailored to moderately affluent clients and their families. Importantly, no financial products of any type are sold by Payne Wealth Partners or their Keystone division. Instead, all of the professional guidance provided to clients is in exchange for fully disclosed costs—this results in the client having a true “advisor”, not a salesperson. As a Firm, our dedicated team members strongly believe our core values… - Relevancy “Closely connected to the matter at hand.” Concentrate most on that which leads to your best life and legacy. -Transparency “Honest, open and free from pretense or deceit.” Being true and trustworthy advisors requires nothing less than transparency in all things. -Generosity “More than is necessary or expected.” Go above and beyond the merely expected because life and legacy are worth it. LinkedIn Disclaimer - http://paynewealthpartners.com/social-disclaimers/ (Highlight and right click URL to open link)