Our founder, Terry Rocks, served inside the financial industry for over a decade where he trained thousands of advisors and consulted with major financial institutions. The systems he helped develop, deliver, and train are based on a core philosophy that is very different from the typical “product based” and “boiler plate” solutions most advisors within the industry offer. We refer to this philosophy as the “swing” vs. “club” approach to improving your financial position.
Terry’s convictions changed after seeing too many people within our local community on the receiving end of improper (buy a better club) advice. The company Terry served went through a restructuring that opened several opportunities to advance his corporate career. Despite several national institutions pursuing him, Terry was directed to launch Teleios Financial Partners after a “Road to Damascus” experience.
Teleios Financial Partners was inspired by the Holy Spirit to teach our community about the Biblical Purpose of Wealth and to bring economic sustainability to families, ministries, and businesses. We offer a different approach to building wealth that is based on a philosophy we find few advisors within the industry follow.
We encourage you to learn more about us and the convictions that define our firm. We have provided many educational resources on this site including a free self-study & self-service area called Florida Wealth College. We invite you to use these resources to improve your financial outlook while gleaning insight on our approach to financial planning.