Catalyst Financial Partners began out of a desire to offer an innovative and modern approach to wealth management. We bring together proven entrepreneurs who have built premier financial service and investment advisory businesses with a team of advisors who gained their expertise at a national wealth management firm.
We took this step forward because we wanted to focus on clients and investment excellence, without the distractions of working within a larger organization. Our clients deserve a more customized and holistic approach than is normally found at traditional banks and brokerage firms.
As a fiduciary, we offer independent and objective advice. Our clients come first and are served directly by Catalyst’s owners and decision makers — a team of experienced advisors with complementary backgrounds.