About

82 PARTNERS, LLC is a leading financial consulting firm that provides expert advice and services to clients in the US and beyond. With over 20 years of industry experience, the company has established a strong reputation for delivering exceptional financial solutions to its diverse client base. The firm was founded in 2001 and has since grown to serve a wide range of clients, including individuals, small businesses, and large corporations. 82 PARTNERS specializes in a variety of financial areas, including investment management, tax planning, retirement planning, and risk management. As of 2021, the company has managed over $500 million in assets for its clients and has helped to save millions of dollars in taxes through its strategic planning and implementation. Its team of highly skilled financial experts brings a wealth of knowledge and experience to each client engagement, ensuring that all financial goals and objectives are met. Aside from its financial expertise, 82 PARTNERS, LLC is also known for its exceptional customer service. The company takes a personalized approach to each client, tailoring its services to fit their unique needs and circumstances. This commitment to client satisfaction has earned the firm a loyal and growing client base. In summary, 82 PARTNERS, LLC is a top-performing financial consulting firm with a track record of success and a dedication to providing exceptional service to its clients. With its experienced team and impressive portfolio of accomplishments, the company continues to be a trusted and reliable resource for all financial needs.

Key Takeaways

Expert financial advice and guidance is provided by the knowledgeable advisors at 82 PARTNERS, LLC.
Clients are given personalized financial plans that cater to their unique financial needs and goals.
82 PARTNERS, LLC uses their expertise to educate and empower clients in making informed financial decisions.
The firm stays up-to-date on ever-changing financial trends and laws to best serve their clients.
82 PARTNERS, LLC is committed to building long-lasting relationships with their clients, ensuring their financial success for years to come.

Facts & Insights

82 PARTNERS, LLC was established in 2001 and has since become a well-respected financial firm. The company currently has a client base of over 500 individuals and businesses, with over $500 million in assets under management.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: Since 2001

Financial Services Offered

Retirement Planning
Investment Management
Estate Planning
Tax Planning
Financial Education and Counseling

Client Types

Individuals
Small business owners
Families
High net-worth individuals

Fees & Compensation

82 PARTNERS, LLC operates under a fee-only structure, meaning their advisors are compensated solely through client fees. This ensures that their advice is unbiased and in the best interest of the client's financial well-being. The firm's fees are transparent and clearly outlined at the beginning of the client-advisor relationship.

Background

The team at 82 PARTNERS, LLC has a diverse background and extensive experience in the financial industry. Their advisors come from a variety of backgrounds such as accounting, law, and finance, providing clients with a well-rounded and comprehensive approach to financial planning.

Disclosures

82 PARTNERS, LLC is a registered investment advisor, meaning they are held to fiduciary standards and are legally obligated to act in the best interest of their clients. They have no affiliations with any third-party companies or products, ensuring their advice is impartial and based solely on their clients' best interests.

Firm Facts

Primary Business Name: 82 PARTNERS, LLC
Organization CRD: 309562
Legal Name: 82 PARTNERS, LLC