@fiarch.com
Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo Alto and Providence.
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Financial Architects Partners is a national firm based in Boston, specializing in evaluating, building, and actively managing large life insurance portfolios for the super affluent. With a team of 35 professionals, we advise on over $20 billion worth of life insurance for 425 families. Each year, we selectively take on new engagements through client and advisor referrals.
Our success lies in being a specialized resource for top tax, investment, and legal advisors, as well as family offices. We provide expert life insurance planning advice to their clients. Additionally, we manage some of the nation's largest trust-owned life insurance implementations, often referred to us by other brokers who rely on our innovative ideas, efficient execution, and robust back office capabilities.
At Financial Architects Partners, we excel in building optimized life insurance portfolios through our access, influence, and diligent approach. By leveraging investments in technology and human capital, we consistently deliver exceptional results for our clients and advisors. We also partner with top advisors to evaluate existing life insurance portfolios and offer innovative ideas for new planning.
Understanding the wealth transfer potential and attractive returns of life insurance, we help families navigate this tax-favored asset class. Our expertise allows us to deliver tangible and identifiable alpha through carrier selection, product optimization, and portfolio diversification
Company Type
Privately Held
Company Size
11-50
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