Empower clients to lead their best lives and leave powerful legacies.
General Info
Payne Wealth Partners is an Evansville, Indiana-based team of experienced professionals driven by our mission to Empower clients to lead their best lives and leave powerful legacies. The foundation of client services is comprehensive wealth planning for very-high-net-worth clients and their families, together with management of client investment portfolios. The Keystone Financial Consulting division of Payne Wealth Partners brings the same team-based set of wealth management services tailored to moderately affluent clients and their families. Importantly, no financial products of any type are sold by Payne Wealth Partners or their Keystone division. Instead, all of the professional guidance provided to clients is in exchange for fully disclosed costs; this results in the client having a true advisor not a salesperson.
NAPFA - National Association of Personal Financial Advisors, CERTIFIED FINANCIAL PLANNER (TM), Chartered Financial Analyst(R), Chartered Financial Consultant, Registered Paraplanner(SM), Registered Investment Advisors, Evansville Estate and Financial Planning Council, and MD Preferred Service Network