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At Payne Wealth Partners, we’re committed to providing our clients a full range of proven wealth management solutions. From 401(k) rollovers and retirement income planning to legacy and estate planning, the financial advisor professionals work hard building long-term relationships based on trust and solid financial guidance.
Our professionals hold the following certifications, CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Chartered Financial Consultant (ChFC®).
Our commitment to the profession is further demonstrated by participation in the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) and the Evansville Estate and Financial Planning Council.
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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. |
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to see if we are a right fit for you. |
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