As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish.
Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.
|Firm Start Year:||2018|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Annuities, Insurance, Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, At your home, Via email, Via phone, At my office, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Health, Annuity, Long Term Care, Life|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Additional Details on Charges:||Management fee varies based on Assets Under Management.|
It's Justin's goal, as a CERTIFIED FINANCIAL PLANNER", to build meaningful relationships on a foundation of trust and transparency. He believes in establishing clear and achievable financial targets for his clients. This process includes developing personalized strategies that help navigate risks and identify opportunities. Having been in the financial services industry since 2005, Justin's well prepared to assist in all aspects of investment management, retirement planning and insurance. Justin was born and raised in the Cincinnati, Ohio area and went on to graduate from Bowling Green State University. He now lives in Bethesda, Maryland with his wife (Gabby), their two sons (Maxwell and William) and beloved bulldog (Porterhouse). Justin enjoys exercising, traveling, food and wine, almost all sports and spending time with his friends and family.