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Why Choose LOTUS Financial Partners?


We believe that truly knowing our clients and building strong relationships puts us in a better position to advise them about their financial choices. Our clients know that we are always available to them to help sort out the complexities of life and money. At LOTUS Financial Partners, you are not just a number, but a member of a community.

Objective Advice

The decision to open LOTUS Financial Partners in 2012 grew out of our belief in the paramount importance of the personal relationship. The independent nature of our practice allows us to put our client's needs first in every recommendation. Our number one objective is to help you make financial decisions that are in your best interest.

Comprehensive Planning

Investing is only one important aspect of a comprehensive financial plan. We work with our clients to help them make sound decisions in all aspects of their financial lives: investments, insurance, budgeting, debt management, survivor planning and more.

Customized Values-Based Approach

Your financial plan has to take into account what is most important to you. There are very few absolutely right and wrong answers. The professionals at LOTUS Financial Partners strive to help you make financial decisions based on what is right for your particular situation.

Small Community

We do not endeavor to be everything to everyone. We only want to work with clients who value a relationship with a trusted advisor. In order to really know our clients, we intentionally limit the number of clients we work with. You will be one of our small community of clients dedicated to living life with purpose.

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