Our Firm
We have served the greater Houston, Texas area since 2000.
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.
Insurance and annuities offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944. Bee Financial Partners, LLC. is an Investment
Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products.
The insurance products offered by Vicki or Karl Joern are not subject to Investment Advisor requirements. Bee Financial Partners, LLC. is not affiliated with the U.S. government
or any governmental agency.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities are offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not: