Our Firm

Who is Teleios Financial Partners?

We are an independent, fee-based planning firm that offers a full array of investment, insurance, and comprehensive financial planning services. Fee-based means we do not earn commissions on the investment products we may suggest. We believe this business model allows us to be more objective over advisors who have a financial incentive to sell specific investments along with the advice they offer.

As an independent firm, we aren’t influenced on what financial products to offer or what companies to work with. We have carefully vetted and chosen what we believe are best in breed investment, insurance, custodial, technology, and reporting services. Our clients are often pleasantly surprised at the value they receive in working with us over the big-name institutions they were familiar with.

Our team is local and grew up along the space coast. When you work with us, you are supporting your local community along with a Kingdom business instead of a national institution who may not share your values. .

Our Mission:

To empower individuals, families, ministries, and businesses with the information required to make better financial decisions. To share the biblical purpose of wealth and how to apply those principles within today’s modern economic systems.

Our Vision:

To see our community financially sustainable so we can work together in service while advancing God’s kingdom. To see ministries thriving with the resources needed to operate without restricting the service of God’s blessings within the local community. To see our communities transformed and thriving according to the biblical model of reconciliation and discipleship.