C3 Financial Partners

Our 20/20 Vision

The year 2020 is symbolic of our vision and our mission at C3 Financial Partners.  Our goal is to help our clients and their advisors gain clarity, confidence, and coordination in their personal, professional, and philanthropic planning objectives.  Additionally, through our multi-generational firm, we strive to provide continuity for our clients and their advisors so that we can continue to be a part of their advisory team for many generations to come. 

Learn more about the meaning behind the name C3, our mission, our team, and our strategic partnership with Lion Street.

Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.