What departments does EnRich Financial Partners LLC have?

EnRich Financial Partners LLC has employees across 2 departments including Finance, Operations.

What is the largest department at EnRich Financial Partners LLC?

The largest department at EnRich Financial Partners LLC is Finance with 1 employees.

Where are EnRich Financial Partners LLC employees located globally?

EnRich Financial Partners LLC has employees across 3 continents and 3 countries including United States Of America, Australia, Hong Kong.

How has EnRich Financial Partners LLC's team size changed over time?

EnRich Financial Partners LLC's team has remained stable from approximately 8 to 8 employees based on available data.

EnRich Financial Partners LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

EnRich Financial Partners LLC offers financial planning and wealth management services aimed at safeguarding a family's long-term financial security. The firm acts as a Family CFO, guiding investments, clarifying complex financial concepts, and designing strategies to protect and grow wealth as clients' needs evolve. The approach emphasizes tailoring advice to align money with evolving life goals and values.

The company serves professionals and families seeking thoughtful, personalized financial guidance within the financial services industry, with a focus on portfolio management and retirement income planning. Based in Madison, Wisconsin, the firm operates with a small team and draws on nearly five decades of collective experience. This experience supports a philosophy of integrating financial decisions with clients' broader life objectives, beyond purely numbers-driven planning.

EnRich Financial Partners LLC Global Highlights

North America
10

United States Of America
10

Oceania
1

Australia
1

EnRich Financial Partners LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from EnRich Financial Partners LLC

Name

Title

Contact Info

Location

Last Update

E. R.
Owner, Cfp®
Mobile Phone
Email
United StatesWisconsin
Jun 08, 2026
C. R.
Founder/Senior Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Jul 03, 2026
N. D.
Partner/Senior Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 25, 2026
N. K.
Director Of Business Operations
Mobile Phone
Email
United StatesWisconsin
Jun 01, 2026
J. R.
Client Service Manager
Mobile Phone
Email
United StatesWisconsin
Dec 31, 2025
E. E.
Client Service Specialist
Mobile Phone
Email
United StatesWisconsin
Sep 12, 2024
E. J.
Client Service Specialist
Mobile Phone
Email
UNITED STATES
Jun 08, 2026
N. C.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Jan 29, 2024
M. A.
Fractional Cfo Advisory
Mobile Phone
Email
AustraliaVictoria
Jun 27, 2026
M. E. D.
Client Account Manager And Financial Data Manager
Mobile Phone
Email
UNITED STATES
Jun 29, 2026

Frequently Asked Questions

What is EnRich Financial Partners LLC known for?

EnRich Financial Partners LLC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 6502 Grand Teton Plaza Suite 201 Madison, Wisconsin 53719 United States; you can contact the main corporate office by phone at

+1-608-275-****

. Explore EnRich Financial Partners LLC's company overview page for more information.

What is EnRich Financial Partners LLC's most common email format?

EnRich Financial Partners LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EnRich Financial Partners LLC email formats with LeadIQ.

How many employees does EnRich Financial Partners LLC have currently?

EnRich Financial Partners LLC has approximately 7 employees as of March 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are EnRich Financial Partners LLC's key employees and leadership?

As of March 2026, EnRich Financial Partners LLC's key employees include:

Founder/Senior Wealth Advisor: C. R.
Owner, Cfp®: E. R.
Partner/Senior Wealth Advisor: N. D.
Director Of Business Operations: N. K.
Client Service Manager: J. R.

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EnRich Financial Partners LLC Employee Directory

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