Broker Check

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 by what financial products to offer or what companies to work with. We have carefully vetted and chosen who 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 that 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.

teleios: mature from going through the necessary stages to reach the end-goal. Developed into a consummating completion by fulfilling the necessary process...especially the completeness of Christian character.

The Purpose of Wealth:

But thou shalt remember the Lord thy God: for it is he that giveth thee power to get wealth, that he may establish his covenant which he swore unto thy fathers, as it is this day. - Deuteronomy 8:18

Wealth offers Freedom to do what we really want to do by removing the constraints or limitations within our lives. It is Dangerous to have Freedom without knowing the Purpose of that Freedom. The Biblical Purpose of Wealth is to Serve and Worship the Lord according to our gifts and calling that He places within our lives.

For you have been called to live in freedom, my brothers and sisters. But don’t use your freedom to satisfy your sinful nature. Instead, use your freedom to serve one another in love. - Galatians 5:1

Strategic Partnerships

GA Repple & Company:

GA Repple & Company (GAR) is a dually licensed Broker / Dealer (BD) and Registered Investment Advisory (RIA) firm headquartered in Central Florida. GAR offers a wide range of financial services to include cash management, tax planning, estate planning, and wealth management. Unlike many of the large Wall Street firms offering proprietary products, GAR has the freedom to explore the universe of financial services and investment products to ensure the most appropriate instruments are utilized to help you achieve your goals. Licensed financial professionals (like those associated with Teleios) must be licensed under a regulatory associated firm to provide investment and financial services. GA Repple and Company is our firm. 

Note: Teleios Financial Partners associated advisers are licensed Investment Adviser Representatives (IAR) of GA Repple & Company the RIA. Teleios does not have any associated Registered Representatives (AKA brokers) associated with GA Repple & Company the BD. We can, however, facilitate BD services for investors who request those services or for accredited investors seeking private placements, alternatives, and other accredited investments that are not typically available with an RIA only firm. 

Why GAR? Our founder, Terry Rocks, has trained thousands of advisors over the years where he worked with countless firms like GAR throughout the US and Canada. When he was led to start Teleios, GA Repple & Company was the "only" firm he would consider to represent based on their impeccable reputation. GA Repple & Company helped to pioneer Biblically Responsible Investing and has a kingdom first mindset in all that they do. In addition, they are committed to comprehensive planning and placing the client's best interest above their own. 

Click Here to visit GA Repple's website

National Financial Services (NFS) / Fidelity Institutional: 

NFS is our preferred custodian and clearing firm. A custodian is a financial institution that has certain regulatory responsibilities for an investor’s securities. Investments that you entrust for us to manage, are placed in custody with Fidelity’s clearing firm, NFS — one of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance, and settlement of investment transactions. When you’re selecting your financial professional, considering whom they use to custody your investments can be critical. NFS offers us direct access to trade accounts with industry-leading execution (almost instant) while many well-known custodians impose a 12 - 24 hour (or longer) delay on execution. 

Click Here to learn more about our relationship with Fidelity.

Note: Teleios can also manage your investments at the following custodians upon request: TD Ameritrade 

General Agency & Independent Insurance Brokerage

Teleios Financial Partners LLC is a General Agency. A General Agency operates as an insurance wholesaler with the authority to accept and place applications from and appoint independent agents on behalf of an insurance carrier(s). We provide training, field underwriting, and full administrative services on behalf of the insurers we represent. This allows us to offer an exceptional experience for our clients by providing full service.

We are independent brokers and have access to a variety of carriers. This allows us to shop around to find the best underwriting for your case along with the most cost-effective products within the industry. More importantly, our founding partners have worked deep inside of the insurance industry for decades. This gives us a competitive advantage with underwriting and placing difficult cases. If you have any health issues or other special needs like short-term business coverage, we can often find coverage and competitive rates that others do not even know are possible. 

Some of The Insurance Carriers We Represent (in alpha order): Great American, Guardian, Mass Mutual, Ohio National, One America, Principal, Western Southern Group of Companies, others upon request. 

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