Our founder, Terry Rocks, has been training financial advisors and consulting with major institutions across the country for over 15 years. The systems he helped to develop and train are based on a philosophy that is very different from the typical product-driven or boiler-plate solutions most advisors 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 he served went through a restructuring in 2004 that led to many national firms pursuing him. Terry was directed to leave his corporate career to launch Teleios Financial Partners after a “Road to Damascus” experience.Photo: Terry and his family as special guests live at the New York Stock Exchange for the opening bell ceremony on October 21, 2019
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 a wealth of educational resources on this website that covers what we do and offers financial education on a variety of topics. We invite you to use these resources to improve your financial outlook while gleaning insight into our approach.Photo: The launch of Atlantis STS-135 mission on July 8, 2011. This was the final flight of the Shuttle Program.Photo credit: NASA/Bill Ingalls