About Financial Partners Group
Financial Partners Group is a Financial Services company based in Gallatin (United States) founded in 2000, and was acquired by Mercer Advisors in February 2025. It operates as a retirement planning services are provided to clients seeking financial security. Financial Partners Group offers products and services including Retirement Planning Service, Wealth Transfer Service, and Asset Management Service. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its legal entity is Financial Partners Group, LLC. Its competitors include MetLife, Pacific Life, Voya Financial, Jackson and Horace Mann and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
Financial Partners Group was established in 2000 and is based in Gallatin, United States. Retirement planning services are offered within the financial services sector, focusing on investment strategies and advisory support for individuals. Operations emphasize personalized guidance to address long-term financial needs, including portfolio management and estate planning. The firm serves clients primarily in the United States, with activities centered on domestic retirement solutions.
- Headquarters Gallatin, United States
- Stage Acquired
- SectorsFinancial Services
- Website financialpartnersgroupllc.com/cgi-sys/suspendedpage.cgi
- Acquired by Mercer Advisors (Feb 2025)
- Legal Name Financial Partners Group, Llc
- Investors
- Acquired byMercer Advisors
(Feb 2025)
Products & Services of Financial Partners Group
Financial Partners Group offers a comprehensive portfolio of products and services, including Retirement Planning Service, Wealth Transfer Service, and Asset Management Service.
Service for managing retirement funds and planning distributions
Assistance with wealth distribution and tax-related strategies
Platform for overseeing and growing client assets
Investors in Financial Partners Group
Financial Partners Group has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and advisory services are provided for investment industries. | 1985 | merceradvisors.com | Denver, United States |
Investor details for Financial Partners Group
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Timeline of Financial Partners Group
2 dated milestones of Financial Partners Group across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Financial Partners Group is founded.
- Exit Acquired by Mercer Advisors.
Competitors of Financial Partners Group
Financial Partners Group has 10 listed competitors in our database, 4 of them funded. They include MetLife, Pacific Life, Voya Financial, Jackson and Horace Mann, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | – | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | |
| pacificlife.com | 1868 | Newport Beach, United States | – | 3,138 | Insurance company | |
| voya.com | 1999 | New York, United States | – | 6,839 | Provider of pension fund for the employees based out of the US | |
| jackson.com | 1961 | Lansing, United States | $500M | 3,500 | Retirement-focused investment management services are provided by the firm. | |
| horacemann.com | 1945 | Springfield, United States | – | 1,700 | Insurance and retirement products are offered to educators nationwide. | |
| rgare.com | 1973 | St. Louis, United States | – | 3,900 | Global life and health reinsurance services are provided worldwide. | |
| athene.com | 2009 | West Des Moines, United States | $1.13B | 62 | Retirement services provider | |
| allworthfinancial.com | 2018 | Folsom, United States | – | 284 | Provider of retirement planning services | |
| usrbpartners.com | 2007 | Iselin, United States | $24M | – | Retirement and benefits investment management services are provided. | |
| aspireonline.com | 2002 | Tampa, United States | $20M | 149 | Retirement-focused investment management services are provided by the firm. |
Detailed competitors of Financial Partners Group
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Top companies in Asset Management
10 companies that operate in the same segment as Financial Partners Group (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Financial Partners Group
Financial Partners Group was founded in 2000.
Financial Partners Group is headquartered in Gallatin, United States. It is registered at Gallatin, Tennessee, United States.
Financial Partners Group was established in 2000 and is based in Gallatin, United States. Retirement planning services are offered within the financial services sector, focusing on investment strategies and advisory support for individuals. Operations emphasize personalized guidance to address long-term financial needs, including portfolio management and estate planning. The firm serves clients primarily in the United States, with activities centered on domestic retirement solutions.
Financial Partners Group's top competitors include Pacific Life, MetLife and Jackson.
Financial Partners Group offers Retirement Planning Service, Wealth Transfer Service, and Asset Management Service.
Financial Partners Group has 1 investor. Key investors include Mercer Advisors.
Financial Partners Group operates through Financial Partners Group, Llc.
Yes. Financial Partners Group was acquired by Mercer Advisors in February 2025.