Michael Partlow
Wealth Advisor
Over the past decade, Michael has dedicated his career to serving small business owners, retirees, and multigenerational families. He helps clients navigate complex wealth decisions by acting as their trusted quarterback—guiding goals through thoughtful, personalized financial planning. Michael works closely not only with his clients, but also with their accountants and attorneys, fostering a collaborative approach designed to deliver holistic advice and a best-in-class client experience.
Michael is deeply passionate about education and believes informed clients make the most confident decisions. His consultative approach to financial advice is shaped by both professional experience and personal perspective, reinforcing his conviction that good financial advice has the power to change family trees.
Michael earned his degree in Economics from the University of California, San Diego. He has spent his entire professional career in wealth management, working for some of the most well-regarded institutions in the industry, including TD Ameritrade, The Charles Schwab Corporation, and Fidelity Investments. In 2024, Michael made a deliberate decision to leave the brokerage business to sit on the same side of the table as his clients—operating exclusively as a fiduciary.
Outside of work, Michael enjoys traveling, golfing, and spending time with friends and family. He is also committed to giving back to his community, volunteering at his local soup kitchen, and mentoring recent college graduates pursuing careers in financial planning.