Our Process

Our Mission

The Mission of Flynn Financial Partners is to empower our institutional and private wealth clients to make informed decisions to work toward their goals.  We do this by leveraging our institutional expertise on behalf of our private wealth clients while delivering a uniquely personal level of service to our institutional clientele. 

Our Approach

Whether you are an institution, retirement plan sponsor or individual investor, we follow a rigorous five‐step process designed to determine the optimal approach to managing your assets:

How We Stand Out

Our holistic, consultative approach to wealth management puts our clients’ interests first.

*As reported by Financial Planning magazine, June 1996–2017 based on total revenue.