Narus Financial Partners LLC

EST. AUM
$558,994,364

CONTACTS

CLIENT ACCOUNTS
574

Firm Details

Metro area Salt Lake City
CRD Number 173534
Website narusfinancial.com
Client types

Overview

Narus Financial Partners LLC (NFP) is an independent, SEC-registered investment adviser headquartered in Salt Lake City, Utah, founded in October 2014. Operating under a strict fiduciary standard, the firm provides personalized wealth management, comprehensive financial planning, and ongoing portfolio supervision for individuals, high-net-worth families, retirement plan sponsors, and charitable organizations. The firm distinguishes itself through specialized advisory services focused on major life transitions, including divorce financial planning, estate distribution strategies, and retirement income planning. Its investment philosophy emphasizes long-term strategic diversification and target-risk portfolio construction, avoiding speculative market timing in favor of globally diversified portfolios implemented primarily through low-cost ETFs, individual equities, and institutional fixed-income investments custodied with Charles Schwab and Fidelity Investments.

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

Narus Financial Partners LLC

Platform Details

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