What The Partners Group does

The Partners Group LLC is a privately held financial advisory firm headquartered in Littleton, Colorado, specializing in wealth management services for women and couples. Founded in 1993 by CFP-designated advisor Debi Eggleston, the firm offers holistic financial planning through its "Life By Design" methodology and investment management through its "Balanced Investments" service, with a stated emphasis on aligning financial decisions with clients' values, priorities, and long-term security. The firm is registered to offer investment products and services to residents of Colorado, North Carolina, Nebraska, and Utah, and delivers securities and advisory services through a partnership with United Planners Financial Services, a FINRA/SIPC member broker-dealer (the two entities are not affiliated).

The firm's core products center on personalized financial planning, investment management, retirement planning, and wealth protection, supported by community engagement programs including the Dynamic Women's Club, "A Woman's Perspective" small-group event series, recurring social and educational events, and an Insights newsletter. A Financial Quiz tool functions as a top-of-funnel assessment, and clients access accounts through a RightCapital-powered client portal. The team comprises two named advisors — founder Debi Eggleston (active since 1993) and Alex Crispe (joined 2022, Marine Corps veteran with a focus on veteran and military-household planning) — making this a boutique, relationship-led practice rather than a scaled RIA.

The business model is advisory-fee based, consistent with a subscription-recurring revenue stream tied to assets under management and ongoing planning engagements. GTM motion is sales-led, relying on educational events, community programs, content marketing, and direct consultation requests. The firm holds no patents, proprietary technology, or disclosed AI capabilities; its competitive positioning rests on niche specialization, founder tenure, and community-based client engagement rather than technology differentiation. The Partners Group is not venture- or PE-backed, has no parent company, and has not disclosed any funding rounds or M&A activity.

Name

The Partners Group

Legal name

Partners Group LLC

Website

https://partnersgroupllc.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

The Partners Group LLC is a Littleton, Colorado-based financial advisory firm founded in 1993, providing wealth management and financial planning services primarily to women and couples across CO, NC, NE, and UT through a two-advisor, relationship-led practice operating via United Planners Financial Services.

Ownership category

akta.pro rank

Headquarters

HQ city

Littleton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: Provides financial planning and investment advisory services to women and couples. Services include securities and investment advisory offered through United Planners Financial Services, a FINRA member broker-dealer. Revenue generated through advisory fees associated with financial planning and investment management services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The Partners Group is a financial advisory firm that sells personalized financial planning and investment management services primarily to women and couples. Its core "Life By Design" offering aligns clients' financial decisions with their values and priorities, while "Balanced Investments" provides portfolio management balancing safety, income, and growth. Securities transactions are executed through a third-party broker-dealer, United Planners Financial Services.

Product overview

The Partners Group is a financial advisory firm offering a unified suite of wealth management services focused on women. The core offerings include Life By Design (holistic financial planning incorporating values and vision) and Balanced Investments (investment management). These are supported by the Dynamic Women's Club community, a Financial Quiz assessment tool, and regular educational and social events. Clients access their accounts through a RightCapital-powered portal. The firm operates as a Registered Investment Advisor through United Planners Financial Services, serving residents of CO, NC, NE, and UT.

Differentiator

Problem solved

Functional benefit

Products and services

• Life By Design Financial Planning

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• United Planners Financial ServicescoreStrategic or Co-development PartnerUnited Planners Financial Services is a FINRA member broker-dealer (Member FINRA, SIPC) through which Deborah Eggleston offers Securities and Advisory Services. The Partners Group LLC and United Planners are not affiliated entities but maintain a distribution/registration relationship for securities services delivery.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• BrightPlan: Financial wellness and planning platform with explicit focus on women and holistic life planning. Comparable niche targeting and planning orientation, but delivered as software rather than advisor-led engagements.

Direct peers

• Harness Wealth: Modern financial advisory platform with a strong focus on serving women and high-earning professionals. Comparable target customer and holistic planning orientation, but delivered through a tech-enabled matching model.
• Facet Wealth: Digital-first financial planning firm providing flat-fee advice to mass-affluent clients. Comparable as a fee-only planning-led RIA, though nationally distributed rather than regionally constrained.
• Empower (formerly Personal Capital): Hybrid digital/human advisory firm combining planning tools with human advisors. Competes for the same mass-affluent clients seeking integrated planning, though with a tech-first delivery model versus Partners Group's in-person approach.
• Ellevest: Digital wealth management platform explicitly built for women. Comparable because it targets the same underserved women-investor niche The Partners Group serves, though delivered via a fintech/app model rather than in-person advisory.

Broad incumbents

• XY Planning Network: Network of fee-only financial planners serving Gen X and Gen Y clients. Comparable as a planning-led RIA model focused on younger and female-aligned demographics, though operating as a network/platform rather than a single firm.
• Carson Group: Large RIA platform providing advisor support, technology, and back-office services to independent financial planners. Comparable in core advisory services but materially larger scale and broader demographic focus.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment management to individuals. Comparable core offering and CFP-driven model, though national in scope and much larger.
• Mariner Wealth Advisors: National wealth management firm offering financial planning and investment advisory services. Comparable in service mix (planning + investments) but operates at significantly greater scale and across all 50 states.

Regional players

• Wealth Enhancement Group: Acquisitive RIA platform serving clients across multiple U.S. states. Comparable core financial planning and investment management offering, with similar multi-state footprint strategy.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/TPGColorado
• LinkedInlinkedin.com/company/the-partners-group-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Partners Group