Welcome to Floe Financial Partners

Since 1987, Floe Financial Partners, Inc., has enabled individuals, families, charities and corporations to work toward their financial goals.  We feel that we have built an outstanding team of advisors, support staff and related professionals.  The financial consultants of Floe Financial Partners currently manage more than $400 million in client assets through their affiliation with Wells Fargo Advisors Financial Network as of November 1, 2012.  Unlike traditional brokerage firms in which stockbrokers charge commissions to execute trades, we are fee-based asset managers who provide investment advice through our independent advisory practice.  

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  If you have any questions, please call us at (626) 304-9141.  We look forward to talking with you.