Enrich Financial Partners LLC
Enrich Financial Partners LLC (CRD# 111234) is a financial advisory firm headquartered in Madison, WI. They manage $395,121,118 in 1,529 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management395MILLION
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Total Number of Accounts1,529ACCOUNTS
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Average Account Value$258,418
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, IL, MN, TX, WI
Neil Dinndorf (CRD# 4811032) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has 1 year of experience in the finance industry.
EnRich Financial Partners - Your Family CFO
The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous.
Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security.
Chris is the co-founder and a Wealth Advisor of EnRich. Chris sits on the firm’s Investment Committee and also serves as the firm’s Chief Compliance Officer as well as a key driver of the firm’s vision. He has been instrumental in helping EnRich grow to a full-service fiduciary based independent advisory firm serving more than 220 families. Chris began his career in the personal financial planning and investment management profession in 1993. Chris specializes in holistic wealth management for independent professionals, business owners, physicians, and retirees. He commits himself in helping clients achieve lasting success and true financial peace of mind.
Christopher Rich (CRD# 2369596) is a Fiduciary based Wealth Advisor at Enrich Financial Partners LLC in Madison, WI and has over 22 years of experience in the finance industry. Christopher Rich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Elaine Rich (CRD# 4449029) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has over 23 years of experience in the finance industry.
Emily Jacobsen (CRD# 7173527) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has 1 year of experience in the finance industry.