Essential Investment Partners is an independent, "fee-only" investment advisory and wealth management firm managing more than $200 million (12/31/21) of assets for individuals, families, foundations and other institutions. We provide a broad range of institutional quality investment services, conducting all investment research internally and focusing on consistent returns with controlled risk. Wealth management clients receive a highly personalized and customized set of services including personal financial advice, investment policy preparation, asset allocation, portfolio management and coordination with legal and accounting advisers. Because of the labor intensive nature of these engagements, new clients are accepted by referral only from existing clients, legal and accounting advisers and other professional contacts.
