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Financial Partners Group, Inc.

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Client assets under management

$1,139,738,576

Clients

1,213

31% high-net worth

Advisors

8

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

152

Very High

Average account size

$939,603

About

Financial Partners Group (FPG) provides investment advisory and wealth‑planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and employer‑sponsored retirement plans. The firm offers discretionary and non‑discretionary portfolio management, separate financial planning engagements, estate planning support and retirement‑plan advisory services, and reports managing just over $1.1 billion through an eight‑person advisory team.

FPG tailors asset allocations primarily across mutual funds, ETFs, individual equities and fixed income, using a mix of fundamental, tactical, technical and thematic analysis while applying disciplined rebalancing and defensive adjustments when indicated. The firm also recommends and monitors third‑party managers, provides both plan‑level and participant‑level retirement plan services, and coordinates investment implementation with clients’ other advisors.

A distinctive aspect of FPG is its affiliated tax and accounting practice (FPG Tax and Accounting, LLC), through which certain advisory personnel offer tax planning and CPA services; the brochure discloses this affiliation and the potential conflicts it can create. The firm also maintains an affiliated insurance agency and formalizes reporting and operations through third‑party platforms (Orion) and institutional custodians, reflecting an integrated advisory, tax and insurance operating model that is less common among similarly sized independent teams.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired Executive

Fee options

Fixed

Financial planning fees range from $500 to $10,000

Project-based

$250 per hour

Other

Account minimum: $250,000

Main office location

Financial Partners Group, Inc.

10925 Antioch Road, Suite 100

Overland Park KS 66210, United States

Number of offices

1

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Iowa · Kansas · Louisiana · Maryland · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Texas · Virginia · Washington

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

Christian D

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Christian Dunker is a financial advisor with Financial Partners Group, Inc., holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Cottone Wealth Management, and Columbia Country Club. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process that integrates multiple analytical approaches and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Samuel M

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Samuel Mellinger is a financial advisor with Financial Partners Group, Inc. in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. prior to his current roles. In addition to his advisory work, he is also an independent insurance agent. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and rebalancing to client objectives, and offers integrated tax planning and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Matthew Q

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Matthew Queen is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he serves on the Planned Giving Council of Children’s Mercy Hospital and participates on the advisory committee for the Boys and Girls Club of Greater Kansas City. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, tactical, and technical analysis to tailor portfolio management and financial planning, supported by integrated tax and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Mark S

Series 63, Series 66

Overland Park, KS

Financial Partners Group, Inc.

Mark Saper is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at Mutual Securities, Inc., Metlife Securities Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. Outside of advisory services, he operates an insurance agency and owns the Insurance Marketplace, a platform offering quotes for various insurance products. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process combining multiple analytical approaches and offers integrated tax planning and insurance solutions through affiliated practices.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Joshua B

Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Joshua Britton is a financial advisor with Financial Partners Group, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has worked at Cambridge Investment Research and its advisory subsidiary from 2014 to 2017 and has been with Financial Partners Group since 2012. Outside of his advisory role, Britton is the owner of Britton Farms, Inc., a farming operation with oil and gas leases in Lewis, Kansas. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor portfolios and offers integrated tax planning through its affiliated tax and accounting practice.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Timothy M

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Timothy Mcdermott is a CFP® and ChFC® with 27 years of industry experience. He has been with Financial Partners Group, Inc. since 2017 and has prior experience with Mutual Securities, Inc., MML Investors Services, LLC, and Metlife Securities Inc. Outside of his advisory role, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which provides risk management solutions. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach integrates fundamental, tactical, and technical analysis, offering tailored portfolio management and financial planning services, with a formal affiliation to tax and accounting as well as insurance practices.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

James C

ChFC®, Series 63

Overland Park, KS

Financial Partners Group, Inc.

James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and offers integrated tax planning and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

Michael S

Series 65

Overland Park, KS

Financial Partners Group, Inc.

Michael Strouse is a Series 65-licensed advisor with Financial Partners Group, Inc. in Overland Park, KS, bringing three years of industry experience. He has held positions at Financial Partners Group since 2022 and has also been affiliated with the University of Arkansas since 2020. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a comprehensive investment process combining various analytical methods to tailor asset allocation and offers integrated tax and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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