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Flynn Financial Partners

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website f2partners.com
Client types

Overview

Flynn Financial Partners is an independent wealth and institutional consulting firm founded in 2008, specializing in high-net-worth individuals, retirement plans, and corporate/institutional services. The firm emphasizes fiduciary transparency, objective advice, and personalized portfolio management across risk spectrums. The investment team uses model strategies and individualized portfolios, leveraging the resources of Private Advisor Group for advisory and LPL Financial for brokerage and custody. With over $2 billion in assets and more than 220 years of combined experience, Flynn Financial Partners supports clients with retirement planning, estate considerations, tax-efficient investing, fiduciary governance, and institutional consulting.

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Address

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

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