LEADERSHIP
We help guide our clients through the decisions necessary to pursue their goals.
Communication, education, research and execution is the formula we use to pursue success.
INDEPENDENCE
Being independent allows us to put our clients at the forefront of every decision we make.
With ongoing research and due diligence we design suitable portfolios to satisfy our clients' risk tolerance.
We constantly strive to achieve the best return for the least possible risk.
ADVOCACY
There are important considerations involved in wealth management.
They include estate planning, working with or seeking out accounting and legal professionals, business advice and identifying personal challenges.
We work as advocates for our clients to address these concerns.
TRANSPARENCY
Partners Advisors is a fee-based investment and financial advisory firm. We provide investment advice and implementation. All fees and charges are fully disclosed up front.
We are proud to work with LPL Financial and HighPoint Advisor Group.
LPL Financial is the nation's largest independent broker/dealer*. They provide investment products, research and technology.
HighPoint Advisor Group is our RIA (registered investment advisor). They provide security, oversight and back office support.
We believe the combination of these three independent companies is the best union to serve our clients.
*As reported by Financial Planning magazine, June 1996-2019 based on total revenue.
Rick Tarsitano
PARTNER
I celebrate 35 years in the financial services business.
For the past 12 years I have been blessed to work with Christie, my daughter and partner.
Building relationships is our passion and integrity is the core of our company’s culture.
We are committed to work with our clients to pursue their goals.
Christie DiBenedetto
PARTNER
After earning my business degree from Elmhurst College I worked for Canon Business Solutions.
I Joined PA in 2007.
My responsibilities include investment advice, research and portfolio design.
I am committed to serve our clients with passion and excellence.
Jim DiBenedetto
OPERATIONS MANAGER
After earning my business degree from the University of Iowa, I spent 15 years working for Merrill Lynch and ADP in account management.
My responsibilities include managing technology, security and advisory support.
I am commited to our team to serve our clients.
