Broker Check
605-791-7278
jeff@partridgefinancial.com
Location

Your trust. Our expertise.


Our responsibility to our clients comes first. From wealth management to
retirement solutions, our insight and financial strategies can help strive to
make your investment goals a reality.

Connect With Us

You built it. Now let's strive to make
sure it pays you back.

Most of your business's wealth is spent building up over decades. We help business owners turn that concentrated investment into a plan for retirement, for succession, for the family you'll leave it to.

01

Retirement Plans

Tailored retirement strategies for business owners, built with a goal to  maximize tax advantages and grow long-term wealth.

  • Customized plans for owners and key employees
  • Tax-efficient strategies to grow savings
02

Employee Benefits Options

Competitive benefits packages that attract and retain top talent, designed to balance cost with employee satisfaction.

  • Flexible programs for diverse teams
  • Compliance-focused plans that reduce risk
03

Estate Planning

Strategies that protect your legacy and ensure a smooth transition for your business and family, built to potentially minimize taxes.

  • Succession planning for business continuity
  • Asset protection and wealth transfer
04

Tax Management Strategies

Proactive planning that lowers your tax burden and potentially keeps more of what you earn across your business and personal finances.

  • Strategic tax planning for business owners
  • Year-round support to maximize deductions
05

Insurance Solutions

Comprehensive coverage that shields your business and personal wealth from unexpected risks, tailored to your needs.

  • Business liability and key-person coverage
  • Integrated personal and business protection
06

Risk Management

A proactive approach to financial and operational risk, with strategies that anticipate challenges and preserve your bottom line.

  • Risk assessment and mitigation planning
  • Solutions for market, operational, and liability risks

Read What Our Clients Are Saying

These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Kristen and the Partridge Financial team have been instrumental in guiding us through our retirement planning. Their expertise not only helped us successfully sell our business but also ensured that our estate and tax plans were seamlessly coordinated. Thanks to their support, we feel confident about our financial future!"


Tim & Mona H.

Customer, Business Owner

"Back in 2016 we were looking for a new financial advisor. An employee of ours recommended Partridge Financial. Jeff and Nathen have exceeded our expectations. Their communication with us is constant and they keep both of us informed on everything that is going on. When we really needed some financial help and planning they were there for us! We would highly recommend Partridge Financial!"


Dan & Paula W.

Customer, Business Owner

"Shortly after my husband and I retired in 2015, we decided to switch our investments to Partridge Financial Services. Jeff and Nate are two highly knowledgeable professionals. They are caring and take pride in sharing their knowledge to advise clients on the best way to build investment portfolios. After the loss of my husband, I find myself relying on their guidance and professional expertise. Not only are they my financial advisors, but more importantly, they are my friends."


Karen W.

Customer, Business Owner





Personal Financial Planning for Business Owners

Personal financial planning is a critical aspect of managing your finances when you own and operate a business. It involves creating a comprehensive financial plan that takes into account your personal financial goals and the unique financial challenges and opportunities that come with being a business owner.

This overview will give you a basic understanding of how financial planning can help you, your family and your business.

Learn more

The Business Owner's
Financial Wellness Checklist.

Six optimizations every business owner should be able to leverage for their finances. If you haven't considered one of these solutions, we should talk.

Download Free Checklist

The Business Owner's Financial Wellness Checklist

  • Do you have a current business valuation?
  • Is your buy-sell agreement funded?
  • Have you projected your retirement income?
  • Do you have a key-person insurance policy?
  • Is your succession plan documented?
  • Have you reviewed your tax structure this year?
Luke Neely

Luke Neely, CEPA®

Certified Exit Planning Advisor

I work exclusively with owners preparing for the most important transaction of their professional lives — the sale or transition of the business they've built.

My role is to make sure no detail is missed. From tax planning strategies to deal negotiation and the wealth strategy that follows the close, I'm with you through every phase of the process.


luke@partridgefinancial.com 605-791-7278