Homestead Financial Partners

EST. AUM
$18,152,124

CONTACTS
1

CLIENT ACCOUNTS
23

Firm Details

Metro area Tampa
CRD Number 306371
Website homesteadfp.com
Client types

Overview

Homestead Financial Partners is an RIA founded in 2019 and headquartered in Tampa, Florida. The firm specializes in helping clients manage taxes and investments with a focus on income production. Homestead builds customized portfolios on low-cost discount brokerage platforms, leveraging digital technologies, institutional research tools, and over a decade of experience in value investing. Their investment approach emphasizes income-oriented strategies using concentrated portfolios of publicly traded securities, aiming to provide steady, diversified, and growing streams of income for their clients.

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

Homestead Financial Partners

Platform Details

Investment Preferences

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Address

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