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How does the advisor help clients – Key Takeaways:

Parthenon Capital Partners is a financial services firm that specializes in providing expert advice and solutions to their clients. They have a team of highly qualified and experienced professionals who strive to help their clients achieve their financial goals with a personalized approach.

  • Help clients navigate complex financial decisions
  • Provide personalized solutions based on individual needs
  • Offer a wide range of financial services
  • Work with various types of clients

Facts and Insights

Parthenon Capital Partners is a trusted financial advisor that has been in business for over 20 years. They have a proven track record of successfully guiding their clients towards financial success. Here are some key numbers to highlight their success:

Assets Under Management $2 billion+
Number of Advisors 20+
Time in Business 20+ years

Financial Services Offered

Parthenon Capital Partners offers a wide range of financial services to cater to the diverse needs of their clients. These include:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Education Planning

Client Types

Parthenon Capital Partners works with various types of clients, including:

  • Individuals
  • Families
  • Small businesses
  • Corporations
  • Non-profit organizations

Fees & Compensation

Parthenon Capital Partners believes in transparent and fair compensation for their services. They offer fee-only services, which means that they do not receive any commissions or incentives for recommending specific products or services. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.


Parthenon Capital Partners was founded in 1998 by a team of financial experts with extensive experience in the industry. Their mission is to provide unbiased, expert financial advice to their clients, helping them achieve their long-term financial goals. The firm prides itself on its personalized approach and commitment to ethical and professional practices.

Financial Advisor Disclosures to Know

Parthenon Capital Partners values transparency and ensures that their clients are aware of any potential conflicts of interest or disclosures. Some important disclosures to know about the firm include:

  • The firm may invest in affiliated products or companies, which could potentially create a conflict of interest
  • Advisors may receive compensation from third-party sources for recommending specific products or services
  • The firm may use pre-approved third-party providers for certain services

Company Information

Main Office

Mail Office

Other Information

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