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Our Team

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About Us

At Financial Principles, every client relationship is special. We take steps to help every client feel that they are heard, understood, valued, and cared for. Our team of experienced financial advisors and dedicated client service professionals uses a collaborative team approach to support your wealth management needs. With strengths and specialties that include financial planning, investment management and long-term wealth strategies, we offer real-world planning and advice that transcends generations.

Our Approach

Our team is structured so that every relationship has three layers of support to help provide a seamless client service experience. Each of our clients has a dedicated advisor who is their primary point of contact and relationship manager. A dedicated assigned secondary support advisor and client services staff member also supports each relationship. Our team members are involved in the relationship from the start so that they are fully versed in your situation and overall financial plan.

Our Community

Financial Principles is part of Hightower Advisors, a community of independent-minded financial advisors who provide objective guidance to help clients reach specific goals and achieve long-term financial security. Hightower was founded on the belief that, as fiduciaries, we act in the client’s best interest. Within this structure, our goals and yours are aligned.

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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