Payne Wealth Partners & Keystone Financial Consulting
Expertise for what matters most
Payne Wealth Partners and Keystone Financial Consulting invite you to get to know us. Here are some highlights:
- Mission and Core Values: Payne Wealth Partners and Keystone Financial Consulting exist to empower our clients to live their best lives and leave powerful legacies. That mission, and our core values — relevancy, transparency and generosity — define who we are.
- Our Approach: Ongoing, personal relationships form the foundation for the comprehensive wealth management solutions that we provide for very-high-net-worth and highly successful families and individuals. Trust and understanding are at the core of each relationship. A team of highly qualified advisors serves each client to provide specialized expertise for each aspect of the experience.
- Company History: Payne Wealth Partners was established in Evansville, Indiana more than 25 years ago. Since then, many innovations have inspired our company to grow. The introduction of our Keystone Financial Consulting Division in recent years added a new level of customization.
- Fiduciary Standard: Our fiduciary standard formalizes our commitment to putting our clients’ best interests first. Each of our advisors signs a Fiduciary Oath and embraces our Code of Ethics.
- Fee-Only: Being a fee-only financial services firm means there are no hidden costs or agendas. Our fees are fully disclosed and transparent. We charge our clients directly. Our advisors do not receive referral fees or commissions.
- NAPFA: Our long-term membership in the National Association of Personal Financial Advisors (NAPFA) further confirms our commitment to offering independent, objective financial advice.
- RIA: Our status as a Registered Investment Advisory (RIA) firm means that we hold ourselves to a high standard. We are required to put our clients’ best interests first.
- Professional Affiliations: Our advisors are committed to ongoing education and participation in professional organizations. Among our team members’ achievements are the following prestigious designations: Certified Financial Planner™ (CFP®), Chartered Financial Consultant™ (ChFC ®), Certified Business Exit Consultant™ (CBEC ™), and Certified Public Accountant (CPA).
- Community Support: We believe in giving back to our community. The Payne Wealth Partners and Keystone Financial Consulting teams proudly continue our longstanding tradition of supporting not-for-profit organizations in our community.