Financial Planning Partners

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number 312773
Website financialplanpartners.com
Client types

Overview

Financial Planning Partners LLC is a Lake Elmo, Minnesota-based financial advisory and planning practice. The official website describes the firm as providing fiduciary financial guidance and life-centered planning to help clients align financial decisions with personal values and long-term goals. Its service content focuses on financial planning, retirement, investments, estate planning, insurance, tax-related planning, and lifestyle/legacy topics. The firm is led by Joan Gilles, who is listed on the official site as a Financial Advisor & Coach and has worked as a financial advisor since 1993. On May 19, 2026, Encore Financial announced that Financial Planning Partners, led by Joan Gilles, joined Encore, bringing approximately $90 million in assets under management from Cetera. Gilles is expected to remain involved with client relationships during a gradual transition, while Encore advisors take over more day-to-day client service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Financial Planning Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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