and Caring Guidance
When you work with Dignum Financial Partners, our entire team is focused on your aspirations. We’ll be by your side every step of your journey, creating a personalized partnership that will last a lifetime. Your goals become our goals, which is why we’re committed to helping you realize your dreams.
Advice You Can Trust
We’re an independent financial consulting firm that has been serving successful individuals and multigenerational families for more than 35 years. We’ve built our reputation by delivering our personal touch and the financial knowledge you need to work toward your goals.
Solutions Designed for You
We are firm believers in the benefits of comprehensive financial planning.
You will receive a personalized plan that may include the following strategies.
Helping You Make Wise Choices
We want you to have the information and knowledge you need to make well-informed financial decisions. We host numerous educational and social events throughout the year because we're committed to helping you learn and thrive.
Offering You Recognized Experience
2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in 7/2022 based on data gathered within 12 months preceding the issue date. 4,039 advisors were considered, 330 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
2020-2021 Forbes Top Women Wealth Advisors, created by SHOOK Research. The 2021 award was presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2020 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2020 based on data gathered from June 2018 to June 2019. 32,000 Advisors were considered, approximately 4,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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Let’s Partner to Pursue Your Dreams
Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.