Our Firm

The letters “BEE” in our company name even represent the first names of our children. We assist individuals, families, and businesses in preparing for the future by helping them to grow and protect their wealth. We don’t sell you proprietary products or fill a corporate agenda, we are here to help you work toward meeting your financial goals based on your specific situation. There are thousands of investment choices for everyone, but we will get to know your individual situation and tailor a strategy that is designed specifically for you.

As a financial advisory firm, our primary focus is to provide unbiased recommendations, designed to help achieve long-term investment results. BEE Financial Partners does this with the highest levels of integrity and respect while collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Whether it is planning for retirement, buying a new home, changing careers, assisting aging parents, planning for a child’s education, or a new business, our goal is to help you with your financial goals and we focus on you and your family first.