General Info

Agate Financial Partners, a trusted Newport, OR firm, provides comprehensive financial services and investment solutions tailored to your individual needs. Our team of experienced financial planners and advisors is dedicated to building lasting relationships with clients while offering expert guidance in wealth management, retirement planning, and senior care resources. We specialize in creating personalized financial strategies that align with your goals and comfort level. Our services include financial planning, investment management, and our exclusive Fit-to-Retire program designed to help you transition smoothly into retirement.