You & Your Family, First
Our first priority is helping you take care of yourself and your family. That means taking the time to understand your personal situation, your dreams, your goals, and your comfort with risk before anything else.
Long-term relationships built on open and honest communication have been the cornerstone of this practice since day one. We are not transactional. We want to know your story.
Partridge Financial was founded to give South Dakotans access to a truly independent financial practice. One focused on their needs, not the agenda of a large institution. That foundation has not changed.
"Too many financial firms are too interested in their own agendas, not yours. We work closely with each client to make sure every plan aligns with their overall financial situation — not a model or a product shelf."
20 Years Serving South Dakota
Partridge Financial began in 2007 with a clear purpose: to provide quality service and dynamic ideas to the people of South Dakota. What started as one advisor with a commitment to this community has grown but the foundation has never wavered.
Proudly serving Rapid City and Spearfish, we offer full-service wealth management that includes estate planning strategies, insurance review, tax planning, and investment planning. Every client relationship is built on trust earned over time, not a first impression.
Whether you were born here or joined us recently, we want to get to know your journey, the path you have already walked and the trails still ahead.
Truly Getting to Know You
We listen first. Understanding your life, goals, and concerns shapes everything we do together.
Independent Access
We provide access to a broad range of independent financial strategies — not a narrow product shelf.
Plans Built Around You
No strategy fits everyone, which is why every client gets undivided attention — from planning to execution to follow-up.
Going Strong
Our foundation remains the same today as it was when we opened our doors in 2007.
Our Advisors
Jeff Partridge
LPL Financial Advisor — FounderJeff founded Partridge Financial in 2007 after a career at some of Rapid City's largest investment firms. Jeff’s goal as a business owner is to provide clients with an array of independent financial strategies.
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Nate Schneider
LPL Financial AdvisorNate earned a BS in Economics from South Dakota State University. His background in insurance gives him a natural focus on risk management. He and his wife Maggie live in Spearfish.
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Kristen Gullickson CFP®
LPL Financial PlannerKristen grew up in Spearfish and earned her CFP® designation in 2017. She returned to the Black Hills after working in Denver and is passionate about helping people plan for what matters most.
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Luke Neely CEPA®
Certified Exit Planning Advisor
Luke specializes in helping business owners plan for what comes next. With a background in business valuation and exit strategy, he works closely with owners to develop a succession plan that protects their legacy and provides for their future.
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