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Why Our Clients Choose Us

Honolulu Financial Partners is an experienced, sophisticated, yet approachable wealth and investment management firm committed to delivering an exceptional client experience to hard working individuals, families, and business owners who are at or near retirement both locally and around the country. Our mission is to become a trusted advisor and coach to our clients by helping simplify their financial lives and live the life they dream about. Our commitment to this mission is defined by three core principles:

Collaborative Approach

  • In-depth discovery and active listening helps us understand what matters most to each client
  • A personalized strategy is developed that illustrates where clients stand today while guiding them in retirement and beyond
  • Clear recommendations that are designed to spell out options and ease decision-making

Personal Advice

  • Experience and a team approach allows us innovate and provide meaningful perspectives for every stage of life
  • A sensible and understandable investment approach that is diversified, risk-managed, and tied to each client’s stated objectives
  • Ability to leverage resources allows us to keep abreast of tax and legal changes that impact our client’s retirement

Honolulu Financial Partners and LPL Financial do not provide legal or tax advice or services.  Please consult your legal or tax advisor regarding your specific situation.

Exceptional Service

  • Working with a select number of clients assures highest levels of accessibility and responsiveness
  • Ongoing communication keeps clients informed of their progress and allows us to anticipate, prepare, and act where appropriate
  • Taking an interest in our clients’ lives with a commitment to service for multiple generations

Come Visit Our Office

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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