Since 1987, Floe Financial Partners, Inc., has enabled individuals, families, charities and corporations to work toward their financial goals. We feel that we have built an outstanding team of advisors, support staff and related professionals. The financial consultants of Floe Financial Partners have been affiliated with Wells Fargo Advisors Financial Network since June of 2012 and currently manage more than $328 million1 in client assets. Unlike traditional brokerage firms in which stockbrokers charge commissions to execute trades, we are fee-based asset managers who provide investment advice through our independent advisory practice.
Welcome to Floe Financial Partners
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1 Total AUM per the WFA Practice Profile as of June 30, 2021