Enrich Financial Partners LLC logo

Enrich Financial Partners LLC

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Client assets under management

$555,558,127

Clients

425

68% high-net worth

Advisors

4

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

106

High

Average account size

$1,307,196

About

EnRich Financial Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial consulting, portfolio management, manager search and monitoring, and retirement plan consulting. The firm also provides financial coaching and assists clients with estate-document preparation through a third‑party provider, and it works with both discretionary and non‑discretionary accounts as well as outside retirement participant accounts via a linking platform.

EnRich begins engagements by gathering client information and offering tiered Partnership Advisory Services—Strategic, Portfolio, or Full Partnership—tailoring asset allocation and ongoing monitoring around long‑term, fundamentally driven investment strategies implemented largely with mutual funds and ETFs. The firm uses third‑party platforms (eMoney for consolidated planning views and a separate platform to link and rebalance outside accounts), may allocate to independent managers and DFA funds, and discloses and manages conflicts related to rollovers and the recommendation of securities‑based lending.

Several features distinguish EnRich from many peers: it manages over $550 million with a small advisory team, expects Full Partnership clients to place a large proportion of investable assets under its management, and offers a separate financial coaching service with hourly or project pricing and a preferred minimum commitment. The brochure also notes less common operational practices — offering estate documents via a third‑party (without legal advice), occasionally managing outside accounts using client login credentials rather than custodial custody, and the owners’ occasional hospitality use of a personal vacation property — all of which clients should consider when evaluating the firm.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.) Retirement income strategy Wealth management

Fee options

Fixed

Coaching Services may have a negotiated flat project fee; Retirement Plan Consulting may charge flat fees in some cases

Percentage

$0 - $500,000: 1.10% $500,000 - $1,000,000: 0.80% $1,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $20,000,000: 0.30% $20,000,000+: 0.25%

Project-based

$300 to $750 per hour for Coaching Services

Other

Account minimum: $250,000 Fee-only: Strategic Partnership Services: negotiable annual fee payable quarterly in advance; Coaching Services: $300 to $750 per hour or negotiated flat project fee; Retirement Plan Consulting: same tiered fee schedule as above or flat fee, negotiable

Main office location

Enrich Financial Partners LLC

6502 Grand Teton Plaza, Suite 201

Madison WI 53719, United States

Number of offices

1

Most active in

California · Florida · Illinois · Minnesota · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher R

CFP®, Series 63

Madison, WI

Enrich Financial Partners LLC

Christopher Rich is a CFP® with 31 years of industry experience and has been with EnRich Financial Partners LLC since 2003. He holds a Series 63 license and operates out of Madison, WI. In addition to his advisory role, he is an independent insurance agent for various insurance companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities by offering comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, managing client assets primarily through mutual funds, ETFs, and unaffiliated independent managers.

Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.) Retirement income strategy Wealth management
user avatar

Elaine R

CFP®, Series 65

Madison, WI

Enrich Financial Partners LLC

Elaine Rich is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Enrich Financial Partners LLC since 2003, where she is part of a four-advisor team based in Madison, WI. Enrich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities through comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.

Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.) Retirement income strategy Wealth management
user avatar

Neil D

CFP®

Madison, WI

Enrich Financial Partners LLC

Neil Dinndorf is a CFP® professional with 17 years of industry experience, currently serving at Enrich Financial Partners LLC since 2013. He is based in Madison, WI, and is part of a four-advisor team. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes fundamental analysis and a long-term purchase approach, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.

Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.) Retirement income strategy Wealth management
user avatar

Trent T

CFP®, ChFC®, Series 66

Madison, WI

Enrich Financial Partners LLC

Trent Tredinnick is a CFP® and ChFC® with 11 years of industry experience. He currently works at EnRich Financial Partners LLC and previously held roles at CUNA Brokerage Services, Inc. and Cuna Mutual Group. In addition to his advisory work, he is an independent insurance agent for various companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning and portfolio management, employing a fundamental, long-term investment approach primarily through mutual funds, ETFs, and independent managers.

Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.) Retirement income strategy Wealth management
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