Last Updated: May 2026
Important Information About ProPartners
ProPartners operates through two entities. ProPartners Wealth, LLC ("PPW") is the parent company and a registered investment advisor. ProPartners Team, LLC ("PPT") is a wholly owned subsidiary of ProPartners Wealth, LLC. Investment advisory, retirement plan, and insurance services are offered through ProPartners Wealth, LLC. Bookkeeping, CFO, strategic consulting, business valuations, assistance with the sale of veterinary practices, and related business services are offered through ProPartners Team, LLC.
ProPartners Wealth, LLC is a registered investment advisor. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. ProPartners Wealth, LLC operates as a fiduciary on all investment advisory engagements, meaning we are legally and ethically obligated to act in the best interests of our clients at all times.
ProPartners Wealth, LLC provides investment advisory, retirement planning, and wealth management services to both veterinary professionals and the general public. ProPartners Wealth, LLC also offers insurance services and is a registered agent with AVMA Insurance Services, and is appointed with additional insurance carriers in order to offer the most suitable solution for each client's individual needs. Retirement plan consulting services — including 401(k), SIMPLE IRA, SEP IRA, and Cash Balance Plans — are also available through ProPartners Wealth, LLC. Certain retirement plan engagements may be subject to ERISA fiduciary standards where applicable. Plan design and investment option recommendations are made in the best interest of plan participants. A complete description of advisory services, fees, and conflicts of interest is available in our Form ADV Part 2A, available upon request or through the SEC's public disclosure website at adviserinfo.sec.gov.
The information on this website is for informational purposes only and does not constitute a guarantee of any specific outcome or result. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.
ProPartners Wealth, LLC charges fees for investment advisory services as described in our advisory agreements and Form ADV Part 2A. Fees vary based on the services provided and the complexity of each client engagement. ProPartners Wealth, LLC does not earn commissions on investment products. Fees for bookkeeping, consulting, and other business services offered through ProPartners Team, LLC are described in separate service agreements.
Licensed insurance producers are currently licensed in the following states: Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin. Coverage availability varies by state and individual circumstances.
ProPartners Team, LLC provides bookkeeping, financial reporting, strategic consulting, CFO services, business valuations, de novo services, group benefits, and assists independent veterinary clinic owners with the sale of their practices. These services are offered exclusively to veterinary business owners and veterinary professionals. Fees for these services are described in separate service agreements.
ProPartners Team, LLC may receive referral credits or compensation from third-party service providers in connection with non-investment business services. Any referral credits received are passed through in full to the client in the form of service credits or fee offsets. ProPartners Team, LLC does not retain referral compensation as profit. ProPartners Wealth, LLC does not receive referral fees, commissions, or any third-party compensation in connection with investment advisory services or securities recommendations. All investment recommendations made through ProPartners Wealth, LLC are made solely in the best interest of the client.
Bookkeeping, CFO, strategic consulting, and services related to the sale of veterinary practices are offered through ProPartners Team, LLC, and do not constitute investment advice, tax advice, or legal advice. These services are not subject to the Investment Advisers Act of 1940.
ProPartners Wealth, LLC is committed to transparency regarding any actual or potential conflicts of interest. A full description of our conflicts of interest is disclosed in our Form ADV Part 2A. Clients and prospective clients are encouraged to review this document carefully.
Information obtained from third-party sources is believed to be reliable but is not guaranteed. ProPartners is not responsible for the accuracy or completeness of third-party information referenced on this site.
Our Form ADV Part 2A is available upon request. Please contact us at info@propartnersteam.com or (573) 818-2250 to receive a copy.
ProPartners Team, LLC and ProPartners Wealth, LLC — 501 Fay Street, Ste. 106, Columbia, MO 65201 — info@propartnersteam.com — (573) 818-2250