Advice that puts people first
Our advice doesn’t start with numbers — it starts with people. Behind every portfolio is a family, a future, and a story that deserves more than formulas.
At &Partners, we believe in deep, personal relationships built on trust, not transactions. Here, our advisors have the freedom and flexibility to do what’s best for each client. Because the most meaningful advice doesn’t come from models — it comes from knowing the person it’s for. That’s advice done well.
See what brought our advisors to &Partners.
Meet our advisors

- Westlake, OH
- Fayetteville, AR

- Bellingham, WA

- Jupiter, FL

- Detroit Lakes, MN
- Farmington, NM
- Manning, SC
- Nashville, TN

- Tacoma, WA
- Clayton, MO
- Cumberland, MD
- Greensburg, PA
- Johnstown, PA
- Ann Arbor, MI
- Greer, SC
- Austin, TX

- Columbus, OH
- Las Vegas, NV
- Charlottesville, VA
- Carbondale, IL



Advisors choose &Partners because they value empowerment. They join knowing that the firm offers them the freedom and flexibility to do what is right for clients.
John Alexander
Founding Partner, &Partners
