We’re Driven To Succeed
As a Team and As Your Partner in Finance
Over the years, Family Wealth Partners has received recognition and accolades that attest to our success both internally and among the clients we serve. Our partnership with Baird and the network we’ve built also play a large part in how far we’ve come.
The work we've been a part of has given each member of our team an enhanced drive to succeed and provide clients with a positive unparalleled experience.
The Forbes Best-In-State Wealth Advisors list spotlights more than 5,000 advisors around the country.
Forbes recognizes John Bradley as Best-in-State Wealth Advisor for 2021.
Dayton Forty Under 40
Forty Under 40 honors the Dayton region's brightest young business, political and community leaders. These individuals go beyond the norm in their career, as well as in the community.
Dayton Business Journal recognizes Patrick Beyerle as a Forty Under 40 winner in 2020.
Dayton Business Journal recognizes Travis W. King as a Forty Under 40 winner in 2002.
Dayton Magazine "Best of Dayton"
The best of Dayton annual award is a community vote to identify professionals, business and retail services that are nominated and voted on by the residents of the Miami Valley.
Dayton Magazine lists Travis W. King as a Best of Dayton finalist in 2020.