Family Wealth Partners is a Registered Investment Advisor (RIA) and fiduciary firm based in North Carolina. We believe that everyone deserves access to trusted investment and financial planning advice.
Our services are designed for individuals who are serious about reaching their goals and making informed financial decisions. Through professional guidance, investor education, tailored financial planning, and investment advice, we help clients navigate both the big picture and the fine details of their financial lives.
Whether through an initial consultation or by attending one of our educational events, you’ll have the opportunity to learn how we work, what you can expect, and how we might be the right financial partner for your journey.
Meet Our Team
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Keith Laibson
President & Founder
Investment Advisor
Lead Financial Planner
Keith has been a registered investment advisor since 1997. He has real life experience servicing Individuals, Families and Business Owners in all kinds of markets & economies. Keith works directly with clients in assisting them with investing, proper diversification & allocation, overall & ongoing financial planning, and many other aspects of ones financial life.
Leo Theriault
Business Developement & Financial Advisor
Investment Advisor
Manager of TuitionFocus-College Planning Service
Leo's background is in student lending, financial aid and helping families with college funding strategy. After attending Family Wealth Partner's education events, he saw the value in expanding his knowledge to serve clients in a broader capacity and joined Family Wealth Partners as an advisor in 2013.
Eileen Laibson
Eileen Laibson
Clients Services & Operations
Eileen's background is in education, as she started her career as an elementary school teacher. In 2005 she joined Family Wealth Partners as our client services specialist and overtime taking on the role of operations. Eileen's role is assisting the advisors, staff, and clients with all aspects of creating, servicing accounts, and following up with clients on multiple things. In addition, she assists and leads in many of the overall operations of the firm and compliance.
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Family Wealth Partners
704-782-9064
Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.