Our Financial Advisory, Retirement Planning, and Wealth Management History:

Founded in 2008, Flynn Financial Partners Ltd. is a fiduciary-based independent financial planning and investment management firm specializing in serving high-net-worth individuals with tailored wealth planning solutions. Its financial advisors, wealth management partners, and investment advice support staff have combined years of experience that exceed 275 years. We specialize in private tax-efficient wealth management, retirement planning, estate planning, institutional planning and advisory services, as well as tax strategy analysis. We serve clients in both the private and public sectors in over 15 states. Our core values and firm fabric are rooted in enduring trust, absolute transparency, and tenacious collaboration. Assets managed by Flynn Financial exceed $2.2 billion. Our tenured team of professionals shares a unique blend of expertise, experience, and success, as well as an equally profound commitment to our clients, our communities, and one another. 

Our Vision & Mission Statement

Our firm’s vision at Flynn Financial is to make objective and independent decisions based on each client’s financial goals, needs, and objectives. Whether it be first-time investors or those securing stability for their twilight years, it is our mission to support, educate, and offer insight to every individual and institution that we encounter. We strive to be our clients' trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them.

We invite high-net-worth individuals and institutions to discover how Flynn Financial can simplify complexity and help achieve long-term investment success

Our Investment Management Philosophy:

At Flynn Financial, we start by having an in-depth conversation to examine your current situation and identify your goals. We collaborate with your other trusted advisors to analyze and evaluate your financial situation. We then create, help implement, and regularly monitor your plan to increase the likelihood of success. 

At Flynn Financial, we believe proper investment management is both fundamental and quantitative. F2 Research manages model strategies and tax-efficient, tailored portfolios for high-net-worth individuals. Our models are designed for clients across the risk spectrum to deliver better risk-adjusted returns by researching third-party managers across nearly every asset class. For high-net-worth individuals who desire a more personalized investment approach, our advisors also offer tax-efficient, concentrated portfolios personalized for each client by leveraging LPL’s robust equity, fixed income, and alternative product offerings. 

Our investment team meets daily to review macro themes, positions, and managers. We own 15-20 active mutual funds in our models and additionally tailor US Large Cap equity portfolios to specifically meet client needs. We employ an investment style that focuses on asset allocation and proper diversification. From there, we make tactical adjustments to overweight/underweight certain sectors while finding managers that historically have excelled in investment environments that are similar to the current. We are forward-looking and seek to take advantage of market dislocation or out-of-favor sectors. 

Our goal is to design a portfolio that delivers better returns than its benchmark index (alpha) while managing risk and volatility. We do this all within the framework of your investment goals, risk tolerance, and time horizon.