{ display : none; }

About Us

About Us

Education is at the heart of our company's history and values.

Forthright Capital Partners has built a strong reputation for serving the financial and retirement needs of school districts and universities. At the core of our approach is a belief in the importance of integrating educational values into our practice, which allows us to offer clients a distinctive kind of support. When you choose us as your partner, you can be confident that you are working with a company that is dedicated to your success.

The Partners

Agency Principal

RIA Principal

Chief Sales Officer

Chief Marketing Officer

Company History

Forthright Capital Partners was founded in the heart of the pandemic in 2020 with a mission to support educators who were not receiving the assistance they needed during the crisis. With school closures and the economy in turmoil, we recognized the need for virtual financial planning to help educators navigate these challenging times. By offering 100% virtual support, we have been able to serve educators across the country and provide them with the financial guidance they need.

Our Experience

The partners contribute a substantial wealth of expertise to the company, having amassed over a decade of individual experience in the financial industry. This profound knowledge significantly enhances the company’s proficiency in retirement planning, as their foremost priority lies in empowering individuals and families to effectively manage their financial future. Moreover, the partners’ unwavering dedication to driving the company’s growth is evident through their strategic implementation of innovative marketing approaches and their adept leadership in guiding the team towards attaining remarkable milestones.

Our Values

We prioritize honesty, transparency, and open communication, fostering trust, respect, and collaboration with our team members and clients.

We cultivate an environment of trust and confidence in our team members, empowering them to make decisions, and earn the trust of our clients and advisors by delivering on promises with the highest ethical standards.

We embrace empathy and compassion by actively listening, acknowledging diverse perspectives, and supporting the needs of our clients, advisors, and colleagues, fostering an inclusive and supportive environment.

We pursue continuous improvement, encouraging a growth mindset, embracing challenges, investing in personal and professional development, and seeking new opportunities to innovate and stay ahead in our industry.

We hold ourselves to the highest standards of conduct, demonstrating expertise, reliability, and a strong work ethic, treating others with respect and courtesy, ensuring our clients and advisors receive exceptional service and results.

Skip to content