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Essential Investment Partners, LLC

EST. AUM
$222,966,333

CONTACTS
3

CLIENT ACCOUNTS
276

Firm Details

Metro area Denver
CRD Number 149509
Website essentialinvestment.com
Client types

Overview

Essential Investment Partners, LLC is an independent, fee-only wealth management and investment counsel firm dedicated to assisting individuals, families, and foundations in achieving their financial goals for over 15 years. Founded in 2001 by Jon Zeschin, the firm welcomed Michael Haines as a partner on January 1, 2019, following a merger of their businesses. Essential Investment Partners tailors its services to meet the unique needs of each client, aiming to instill confidence that their financial lives are on track and to help them maximize their resources for a fulfilling life.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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