Dakota
Dakota
Book a Demo
Talk to an Expert

EnRich Financial Partners

EST. AUM
$556,812,040

CONTACTS
3

CLIENT ACCOUNTS
1,636

Firm Details

Metro area Madison
CRD Number 111234
Website enrichpartners.com
Client types

Overview

EnRich Financial Partners, based in Madison, is an independent, fee-only RIA that positions itself as a family CFO for its clients. The firm offers comprehensive financial planning and investment management services tailored to individuals, families, and business owners across various life stages. Their services encompass areas such as retirement planning, tax strategies, estate planning, risk management, and insurance coordination.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy