At Outlier Financial Partners, we help people make smarter, more confident financial decisions and actually follow through on them.

How can we help you?

How We Help

We offer two distinct ways to work with us, depending on the kind of support you’re looking for and how involved you want to be in the process.

Do you want to use your income more intentionally?

Are you looking to build financial stability?

Does your money run the show?

Heck Yeah

Financial Coaching

Are your investments being managed?

Do you want your investments managed?

Do you have someone you can trust handling your investments?
No

If this answer is no…

Investment Portfolio Management

Financial Coaching

Most people we work with aren’t looking for more information; they’re looking for direction. They want to use their income more intentionally, build stability, and finally stop feeling like their money is running the show.

Our coaching is designed to help you understand what’s really going on in your financial life and give you the tools to change it. We take a close look at your habits, systems, and goals, and work with you to create a clear, practical approach that fits how you actually live.

 

You don’t need to have it all figured out. You just have to be ready to move forward, and open to having a guide who can help you stay focused, make adjustments, and keep momentum when life gets messy.

If you’re tired of feeling stuck and ready for more clarity, let’s talk.

Investment Portfolio Management

Our clients are looking for more than a generic approach. They want a strategy that’s built around them, actively managed, and adjusted with intention as their lives evolve.
We set up and manage investment accounts with portfolios tailored to your goals and needs as well as your stage of life and risk tolerance. Every portfolio is shaped by thoughtful securities selection and strategic allocation, for the purpose of creating efficient, aligned, and resilient growth.

Whether you already have accounts or you’re just getting started, here’s the real question: Are you ready to expect more from your investment experience?

We’re Here to Help

Justin Owen

CE0, Financial Advisor

Levi Calhoun

CFO, Financial Advisor

Nathan Granzin

Financial Advisor