Homestead Financial Partners – Intelligent Income

Investment management

Actively managed portfolios with a focus on income production and capital preservation

Financial Consulting

Sophisticated financial planning and analysis for businesses and HNW individuals

Tax

Optimize financial decisions with an integrated approach to tax

About Us

Homestead is uniquely qualified to help you protect and grow your capital.

Simon Rosenberg serves as founder and Portfolio Manager for Homestead Financial Partners. Prior to founding Homestead, he managed more than $4 Billion for institutional and high-net-worth individuals using a fundamental value oriented approach to investing.

Our Vision

Homestead Financial Partners was created with a vision to help families reduce fees, simplify investments, and increase after tax cash flow using an integrated approach to wealth management. Homestead builds customized portfolios on low-cost discount brokerage platforms leveraging digital technologies, institutional research tools, and more than a decade of experience in value investing spanning equities, fixed income, and alternatives.