At Financial Partners Group, we create a finished puzzle that ensures your money and investments work for you. We take a team- based, comprehensive approach to finance management. We see your financial portfolio as a project that our entire team is invested in.
We give you an in-depth, objective analysis into your finances and design the pieces that seek to help you be most successful once we have a clear picture of what you want for your financial future. Because every piece of your financial picture is connected, our team approach is extremely beneficial as we have specialists who are experienced in all areas of financial planning.
Why choose us? At Financial Partners Group, you are more than just a client. We value our relationships with our customers and the community, and we hold ourselves to high standards when it comes to compassion and integrity. We know it’s important that you trust the people managing your finances. Contact us today to learn more about how we can help manage and grow your wealth.
President/LPL Financial Advisor/Founder CFP®, ChFC®, CRPC®, CLU®, LUTCF, CLF®, CASL™, AIF
(515) 223-9200 x4301
Joel Magruder founded Financial Partners Group as a “team based” financial services firm. Its mission is to bring the highest level of advice to clients in all areas of their financial lives. He has completed certification...
LPL Financial Advisor
(515) 223-9200 x5
Joel C. Magruder II, “J2”, has been in the financial services industry for over 5 years. While previously working as an Internal Wholesaler, he consulted advisors across the country educating them about an assortment of...
Vice President, Director of Retirement Planning
(515) 223-9200 x4304
Director- Wealth Management
(515) 223-9200 x4306
Jason has entered his 20th year in the financial services industry and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2003. In 2019, he...
(515) 223-9200 x4303
Bob joined Joel Magruder’s team as a full-time Financial Advisor in 2020. Prior to this transition, he had been associated with Financial Partners Group on a part-time basis since 2009. Bob earned a Bachelor of Science in...
LPL Registered Administrative Associate
Jenny has been an instrumental member of our team since 2013. She is fully licensed and has built a unique specialty interest in college planning. In addition to financial service activities, she manages the firms financial operations....
Client Services Associate
Lisa has been a highly valued member of our team since 2010. She provides support to our clients and advisors with technology and online support as well as general support. Over the many years, Lisa has helped our firm with numerous...
Branch Operations Manager/Support/Assistance
Ann joins Financial Partners Group with experience in the insurance and training industry. She started her career at Principal Financial Group from 1983-1999, obtaining CLU and other related disability and life licenses during...