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Over 45 Years of Experience

Preserving & Growing Your Wealth Safely

Over the years, we have built a reputation of trust and integrity with our firm’s name. Client service and support to our clients, their organizations, and their families is mission critical. We are more than just an investment analysis company – we provide a wide range of services that meet our clients’ varying needs across retirement plans, qualified and non-qualified plans, investment management, wealth management, estate planning, executive benefits, and business insurance.

At Houghton Financial Partners, we believe in building things that last. That’s why we work to develop long-term relationships with all our clients. As your company grows and evolves, we engineer strategies and recommendations to fit your changing needs.

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Our Four-Step Process

Discovery

Discovery

We will organize your finances so that you can see your financial picture more clearly and establish goals that you want to reach in the future.

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Strategy

Strategy

Intelligently personalized strategies for your family and company. We offer unbiased advice with a precise focus on your goals. Our experience helps ensure you have access to a broad spectrum of solutions and sophisticated strategies.

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Implementation

Implementation

Depending on your investment objective, we will make specific asset and investment recommendations to bring those strategies to life and put them into action with your approval. Each client has personalized strategies to align with their personal goals and risk tolerance.

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Monitoring

Monitoring

Concurrently managing the preservation of capital and growth is a directive we take seriously. After strategies are implemented, we continuously monitor your progress in concert through regular meetings to help you stay on track or pivot when life throws you a curveball.

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Meet Our Team

Michael Houghton

Michael Houghton

Partner, Consultant

Gina Elick

Gina Elick

Administrative Assistant

Denise Anaya-Saenz

Denise Anaya-Saenz

Director of Operations

Resource Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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