Company Information

Get to know Financial Health Partners

Founded in 1997, Financial Health Partners, LLC is a Registered Investment Adviser (RIA) committed to providing objective, fee-only financial guidance. The firm operates as a fiduciary, meaning they are legally and ethically bound to act in their clients' best interests. Their services encompass a wide range of financial needs, including investment management, retirement planning, tax and estate planning, and insurance analysis, with a mission to help clients achieve their long-term financial goals and simplify their financial lives.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Financial Health Partners

Canada

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.