Rise Financial Partners, LLC is an independent, fee-only Registered Investment Advisor (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm was founded to help clients simplify their financial lives through personalized wealth management, which integrates financial planning and investment management. Their approach is rooted in evidence-based investing and a commitment to transparency, aiming to build long-term, trusted relationships with individuals, families, and business owners.

Founded in

United States