FFEC Wealth Partners

Financial Strategies for Your Goal-Focused Future

Financial planner in Greenwood Village, CO (show on map)

FFEC Wealth Partners provides financial planning services for individuals, families, business owners, and corporations with over 35 years of experience and 100+ advisors in 15 states.

Call (303) 643-5959

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About

FFEC was founded in 1985 in Scottsdale, Arizona. They have expanded to 36 locations with over 100 financial professionals in 15 states.

Services include wealth management, retirement planning, financial planning, insurance & risk management, estate planning, and investment strategies. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.

35+ years in business

36 locations across 15 states

100+ financial professionals

Independent financial planning firm

SWAG for a Cause community giveback program

AdviceWorks tools for client empowerment

Services

Wealth Management

Tailored wealth management services to help build, grow, and safeguard wealth over the long term.

Personalized strategy Goal alignment Risk tolerance assessment

Retirement Planning

Retirement planning services to create a roadmap to a secure and comfortable retirement.

Retirement roadmap Goal tracking

Financial Planning

Customized financial plans addressing unique needs and aspirations for financial confidence.

Customized financial plans Goal-based planning

Insurance & Risk Management

Proactive strategies to mitigate potential risks and protect clients and loved ones.

Risk identification Protection strategies

Estate Planning

Estate planning to protect assets, minimize taxes, and ensure smooth transfer of wealth.

Will planning Asset protection Tax minimization Wealth transfer

Investment Strategies

Tailored investment strategies for long-term financial goals, including traditional and alternative investments.

Traditional investments Alternative investments Portfolio construction

Credentials & Certifications

FINRA/SIPC member

Cetera Investment Advisers LLC (Registered Investment Adviser)

Frequently Asked Questions

How long has FFEC been in business? +

FFEC was established 37 years ago (founded in 1985) out of Scottsdale, Arizona. They have expanded to 36 locations with over 100 financial professionals in 15 states.

Who does FFEC serve? +

FFEC serves Individuals & Families, Pre-retirees & Retirees, Business Owners, and Corporations.

What are FFEC's core values? +

FFEC's core values include Doing the Right Thing for You, Small Firm Service & Values, Large Firm Capabilities, and Helping You Understand More.

How are FFEC financial professionals compensated? +

Financial professionals can be paid a percentage of assets managed, a flat fee, transaction fees, an hourly rate, or a combination of approaches, depending on what is best for the client.