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Left to right: Lori Wathen, Ann Pendley CFP®, Chad Sander CFP®, Perry Moore CFP®, ChFC®,
Taylor Payne CPA/PFS, CFP®, Kelly Mitchell & Terry Prather, ChFC® |
Partnering with you to:
- Protect today's wealth
- Grow wealth for tomorrow's goals
- Plan a Legacy for future generations
A Certified Financial Planner in Evansville IN, Payne Wealth Partners is a fee-only registered investment advisor in Evansville, IN operating to a fiduciary standard and regulated by the Securities & Exchange Commission (SEC). We provide comprehensive investment management and financial planning services to clients primarily in Indiana, Illinois, Kentucky, Florida, Missouri and Texas.
Retirement Planning from IRA and 401(k) rollovers, retirement income planning to legacy and estate planning, our experienced financial advisor and financial planner professionals are committed to building long-term relationships based on trust and solid financial guidance. Your customized investment portfolio and financial plan are based on your financial and retirement goals and designed to grow and preserve your assets and ensure long-term financial security.
At Payne Wealth Partners, we are compensated exclusively by our clients for the services we provide. We believe that our fee-only compensation structure and fiduciary relationship are the best ways to ensure that your interests are held above all others. We take a thoughtful, comprehensive approach to growing and protecting your wealth, while keeping your taxes to a minimum. We are not employed by any financial institutions, nor do we sell any financial products for commissions. It’s how we do business. It’s what makes us different. And we believe it’s what makes us a better choice.
For a no-obligation consultation with one of our financial advisor professionals, click here.
For more information about fee-only, fiduciary, our professional designations, and other key considerations, please click on the appropriate logo below.
fi•du•ci•ar•y – A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.
Payne Wealth Partners
7144 E. Virginia Street
Evansville, IN 47715
Phone: Toll Free (888)477-6221
Fax : (812)477-0417
Email your questions to: info@paynewealthpartners.com | |
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