Rise wisely by aligning investments and values

May 11 16:55 2020

Philadelphia, PA – As of 5/11/2020, Rise Financial Partners LLC announced their launch of operations. Rise Financial Partners is a registered investment adviser located in Philadelphia, PA. Their services include monthly financial planning and ongoing investment management. The firm primarily serves business owners and individuals who have a passion for philanthropy.

“My passion is helping people,” said Thomas Hlohinec, Founder & CEO, Rise Financial Partners. “Our mission is that our clients feel confident about their finances,” he added.

Thomas previously spent 7 years at a global investment firm where he educated financial advisors and institutional investors how to build better investment portfolios. Rise Financial Partners offers a unique investing style termed as “Rise Wisely”. The investing style screens funds and companies using a faith-based ESG (environmental, social, governance) methodology.

“We are pleased to offer individuals a style of investing that is more aligned with their values. This style does not force you to sacrifice investment performance,” Thomas stated. “More ethical companies tend to offer less headline risk and volatility. The public values companies who make a positive impact in the world.”

In addition to helping clients, Thomas is active in the community through volunteering, donations, and teaching financial literacy on a pro bono basis. A portion of the firm’s revenue is donated locally and globally.

Thomas graduated from the University of Central Florida and is involved with other universities around the country. He has presented at UCF’s Business School on trends in the financial advising profession. Rise Financial Partners currently employs Josiah Robison, a student at University of Pennsylvania’s Wharton School of Business.

Rise Financial Partners offers complimentary portfolio analysis to individuals and families. To learn more, visit the firm’s website: www.RiseWisely.com.

About Rise Financial Partners LLC:

Rise Financial Partners is an independent, fee-only registered investment adviser located in Philadelphia, PA. The firm offers financial planning and investment management services to business owners and philanthropic-focused individuals. Rise Financial Partners operates as a fiduciary serving clients throughout the United States.

Learn more at www.RiseWisely.com

Media Contact
Company Name: Rise Financial Partners LLC
Contact Person: Media Relations
Email: Send Email
Phone: (941) 961-8555
Country: United States
Website: www.RiseWisely.com