- Certified Financial Planner (CFP)
- Private Wealth Advisor
- Tax Preparation
Why choose this provider?
The Tenet Wealth Partners is a financial advisory firm that serves clients in the Champaign metro and the surrounding areas. Focused on achieving every client's financial goals, the firm guides them in mapping out their plans through effective investment strategies and family-oriented solutions. Its advisors offer assistance and guidance in retirement, tax, and estate planning, as well as with their private banking and insurance needs. The company's resource partners include Sanctuary Wealth, Orion, and BNY Mellon.