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Sandbox Financial Partners

EST. AUM
$681,669,971

CONTACTS
2

CLIENT ACCOUNTS
1,590

Firm Details

Metro area Washington, DC
CRD Number 297858
Website sandboxfp.com
Client types

Overview

Sandbox Financial Partners is an independent wealth management and financial planing firm. The firm provides a wide array of customized solutions in wealth management, estate, retirement and long term care planning, as well as Social Security maximization strategies. Sandbox also cultivates a number of strategic relationships with many leading Attorney and CPA Practices in order to provide clients comprehensive, multi-disciplined solutions to their challenges.

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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