Our Mission

At Movement Wealth Partners, we are committed to helping our clients by building an intentional and individualized financial plan and asset management experience that aligns with your core values. We believe in understanding your specific goals and dreams to provide the framework for an educated and confident financial decision.  Our on-going asset management and financial planning process provides you with what matters most when life happens, and things change. 

Authentic:  We understand there are many options when selecting and working with a Financial Advisor. We strive to be authentic in our approach, working with you and tailoring our suggestions to appropriately algin with your core values.

Educate:  We believe in having the heart of a teacher. Our on-going coaching will provide you the tools to make the appropriate financial decisions that best fit your needs

Client Experience: We know that over time, financial circumstances, and dreams can change.  We offer an intentional and individualized experience focused on your goals and dreams.

Partnership:  Working alongside our clients, our on-going partnership is a bilateral process.  We want to work with you to achieve what is most important.  We want to give you the confidence knowing that you have a team to support you and your family for years to come.  Dream big!

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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