Overview

Index Financial Partners, LLC

Information by Research TrustFinance

https://www.indexfinancialpartners.com/

Index Financial Partners, LLC is an SEC-registered investment advisory firm based in Braintree, Massachusetts. As a fee-only advisor, the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core services include personalized financial planning and discretionary investment management, aimed at helping clients align their financial resources with their life goals. The firm emphasizes a long-term, evidence-based investment philosophy.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service