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We believe life shouldn’t be about work, it should be about all the things work and money can free you to do.

ABOUT US

Fireside Financial Partners is an independent financial planning and investment management practice providing a comprehensive level of service designed to ignite your financial well-being.

We meet you where you’re at in life, then help take care of the rest to ensure your finances are set up to provide comfort and security throughout your retirement, and even beyond.

WHAT WE DO

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We are a small and intentional firm. We help people in or approaching retirement who have been purposeful in preparing for this chapter of their lives, and now want to understand how to make the most of that diligence and foresight.

We work with hardworking professionals. Like us, they know first hand the effort it takes to build wealth. They keep themselves busy with family and hobbies and can’t wait to spend more time doing the things they love. They just don’t know if or when they can afford to stop working.

That’s where we come in.

OUR PROCESS

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Join Us Fireside

We view our financial planning and investment management as a means of helping people build their wealth and create more freedom in their lives. We go above and beyond in our efforts to spark confidence in their financial lives, delivering our guidance with authenticity and purpose.

We build close personal relationships with the people we help that are long term and full of fun. We strive to make them feel like they are part of our family. We want people to enjoy who they are, and not worry about things like money or healthcare.

We invite you to join us fireside for expert advice that is delivered with honesty and warmth.

GET IN TOUCH

MEET OUR TEAM

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DAVID PAGELS

FOUNDER + FINANCIAL ADVISOR

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JAMES CLEVETTE

OPERATIONS MANAGER

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This communication is strictly intended for individuals residing in the states of AZ, AL, CO, KS, MI, MN, NY, OH and WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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