Duty

National Wealth Partners, LLC is a Registered Investment Advisor ("RIA").  We are not a broker.  As you may know, brokers make their money by selling investments that generate commission income, which creates a conflict of interest for you.

By contrast, as an RIA, we are required to put your interests first (legally this is called a fiduciary duty).  In practical terms, this means that we get paid by you and not by the product.  We do not earn a commission on the funds or securities we select for your investment portfolio and therefore, you never have to worry about “being sold."  

Simply put: we advocate solutions because they advance your life goals; not our check book.  We feel this is good business policy in that if we help you, you will eventually help us by introducing us to your friends.  You are therefore considered both a client and a partner of ours, which is one reason we chose our name, National Wealth Partners.

We are compensated for the advice and expertise we provide by:

  1. Financial Planning fees
  2. Investment Management fees

Disclosure: We strive to make sure you understand all the expenses, the material risks as well as any actual or apparent conflicts of interest that may exist.  All advisors are required to fill out a disclosure form called "Form-ADV" -- click here to get the Form-ADV for National Wealth Partners, LLC and please reach out to us with any questions you may have about National Wealth Partners, LLC.