As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish.
Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.
Firm Start Year
Years of Experience in Financial Services
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
Additional Details on Charges