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Our Mission

Why We Are

Why We Are

We are often asked where the name Lily Wealth Partners came from.  

Lily is the flower symbolizing humility and devotion.  We recognize that our families place a lot of trust in us in allowing us to help them with their financial planning and investment management.  We remain humble and devoted to your best interest throughout your life.

Wealth is the accumulation of scarce resources.  We want to ensure that your definition of wealth meets your needs.

Partners are people with whom one shares an intimate relationship.  We will partner together with you to accumulate wealth, distribute wealth and transition that wealth to those you leave behind.

There are about 90 species of the lily flower.  Each one unique.  Just as our clients are unique.  Come experience one on one personalized financial planning and wealth management.

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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