Collaboration is Key

Backbone Planning Partners is a cross-disciplinary wealth management firm that specializes in family-owned/ closely held businesses and high net-worth individuals. As a small business owner, we believe your business and personal goals are intertwined, and we work to design a financial plan to support all aspects of your life.

We are your Go-To Resource for Business, Estate Planning Strategies, Retirement, and Investment Planning:

  • Intellectual Capital
  • Process
  • Advanced planning techniques for business owners and high net-worth individuals

Specialized credentials in the following areas:

  • Chartered Life Underwriter® (CLU®)
  • Certified Business Exit Counselor® (CBEC®)
  • Certified Exit Planning Advisor® (CEPA®)
  • Certified Plan Fiduciary Advisor® (CPFA®)
  • Austin Peterson is a CERTIFIED FINANCIAL PLANNER™ professional

We work with a group of professionals to help give you the most researched solutions to fit your business and personal goals. We collaborate with other advisors to understand your specific needs and present options to put you in charge of making decisions.


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