Our firm
FIERCELY INDEPENDENT
A heritage of excellence, forged through unwavering independence and uncompromising integrity
Americana Partners is an independent wealth advisory firm offering thoughtful, customized financial planning and investment management solutions for families, individuals, foundations, and endowments. Since our inception in 2019, our work has contributed to a heritage of excellence, forged through unwavering independence and uncompromising integrity.
We work with a variety of clients – patriarchs, matriarchs, executives, and entrepreneurs – but our goal for all clients is the same: to remove the complexity from their financial lives. From addressing family dynamics to identifying how to best manage their capital, the solutions we devise are well-planned and highly customized.
Free from corporate ownership, we’re able to act as true fiduciaries for our clients. We offer objective advice, tailored solutions, and establish meaningful relationships on our clients’ behalf. Supporting us are best-in-class tools and services through Dynasty Financial Partners and other leading experts, giving our clients access to a broad universe of investment research, planning tools, and capital markets insights.
OUR DIFFERENCE
Americana Partners uniquely combines financial planning and investment management services. Our offerings are set apart by family-office-level personal service and a distinct strategy of proactively connecting clients for bespoke opportunities. Serving nationally and internationally, the value our network brings clients is vast and grows alongside us.
CONNECTIVITY
Independence is not without community. We elevate our investment management and planning services by introducing our clients to each other, and to influential people in our personal and professional networks. Many of these strategic relationships aim to connect likeminded families with similar lifestyle and legacy goals, creating opportunities for coinvestment and shared growth.
ENTREPRENEUR MINDSET
We are entrepreneurs, just like many of our clients. The same tenacity, responsibility, and bias toward action behind our clients’ success drives the work we do on their behalf. That means looking ahead, solving problems quickly, and staying flexible when needs evolve and markets shift. We sit on the same side of the table as our clients, sharing their mindset and understanding their unique needs.
CLIENT SELECTION
We choose to work with individuals and families who take a thoughtful, long-term view of their wealth. These clients are often focused on capital preservation, opportunity generation, and legacy planning – priorities that align with our own approach. By maintaining a selective client base, we’re able to build deep relationships and deliver a level of partnership, discretion, and alignment that sets our work apart.
CLIENT advocay
Our expertise in handling all financial, investment, and business needs is all the more powerful because we align ourselves as our clients’ advocates. We serve as a trusted proponent for the ever-changing dynamics of family wealth management and legacy planning needs. As entrepreneurs ourselves, we are fully supportive of helping emerging, established, and retiring entrepreneurs achieve their objectives.
OUR VALUES
We aspire to be the best independent wealth management firm in America. Integral to that mission are the values we hold. They guide our work, upholding a reputation we are proud to own and a workplace we can envision ourselves in for years to come.
Everything we do, across all departments, is touched by the things we value.
INTEGRITY
We lead with honesty, transparency, and strong moral principles. As fiduciaries, we put clients’ interests first, not just in policy but in practice. Trust is foundational to every relationship we build, and we work to uphold that trust in every interaction.
COLLABORATION
We work together with mutual respect and shared purpose. That applies across teams, with clients, and within our broader network. When we collaborate effectively, we serve better, grow stronger, and elevate each other’s work.
ACCOUNTABILITY
We take full responsibility for our actions and outcomes. This means following through, owning mistakes, and holding ourselves to a high standard. We are dependable partners to each other and to the clients we serve.
GRATITUDE
We bring appreciation to the work we do and the people we do it with. That includes celebrating team wins, recognizing client trust, and listening with care. We take time to understand the goals and challenges our clients face, and respond with empathy as well as expertise.
COMMUNITY
We serve the communities we belong to – within our firm, across our client base, and in the places we live and work. Through giving, volunteering, and building a strong internal culture, we invest in relationships that reflect our shared values.
Service Providers
We marshal best-in-class support from Dynasty Financial Partners, Schwab Advisor Services and other industry experts.