Financial Planning/Services
Winged Foot Partners is a Certified Financial Planner™ firm that serves as a strategic business partner to trusted professionals, helping them identify, evaluate, and implement sophisticated wealth management solutions for their most valuable business and personal relationships. Known for commission-free plans and highly customized strategies, Winged Foot Partners delivers efficient, boutique solutions designed around each client’s unique financial objectives.
With a culture rooted in discovery and collaboration, the firm takes a proactive, consultative approach to planning—listening first, asking the right questions, and innovating with purpose. Their strategic, multi-year planning process focuses on minimizing individual and corporate tax liabilities while aligning seamlessly with broader financial and business goals.
Winged Foot Partners specializes in Non-Qualified Plan strategies and niche retirement platforms for high-income earners and small to mid-sized companies. For more than 30 years, the firm has partnered with physicians, entrepreneurs, privately held businesses, and Fortune 500 executives to design and implement plans that support long-term success.
Working closely with clients’ financial advisors, accountants, and attorneys, Winged Foot Partners transfers knowledge while leveraging best-in-class systems, expertise, and back-end support. The result is thoughtful, forward-looking planning that delivers lasting value. Their mission is simple: focus on the client, act as an advocate, and provide strategic solutions that turn complexity into confidence.