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Financial services

1280 Financial Partners Launches as Independent Advisory Firm, Empowering Clients with Personalized Service and Advanced Solutions

Strategic Insights

— 1 min read

1280 Financial Partners, led by Founders and Managing Partners Thomas Burt, Duane Ohly, John T. McGee II, and Charles Todd, has officially launched as an independent advisory firm, catering to individuals, families, and institutions with comprehensive wealth management and investment services. The team, previously with UBS, collectively managed approximately $2 billion in client assets and was recognized as part of Forbes Best-in-State Wealth Management Teams in 2024 and 2025. With a combined 200 years of experience, the team is committed to delivering tailored, highly personal solutions and service to clients nationwide.

Key Takeaways:

  • 1280 Financial Partners is an independent advisory firm led by Founders and Managing Partners Thomas Burt, Duane Ohly, John T. McGee II, and Charles Todd, with a team of skilled and experienced professionals.
  • The team previously worked together at UBS, managing approximately $2 billion in client assets and being recognized as part of Forbes Best-in-State Wealth Management Teams in 2024 and 2025.
  • 1280 Financial Partners offers a wide range of services, including financial planning, investment management, risk and insurance, retirement, tax planning, estate and trust services, and philanthropic strategies.
  • The firm caters to small and mid-sized business owners, delivering institutional-grade solutions, including professional asset management, 401(k), deferred compensation, and other retirement plan strategies.
  • 1280 Financial Partners is supported by trusted resources, including Sanctuary Wealth and BNY Pershing, which custodies over $52 Trillion and is the longest-standing operating bank in the U.S.
  • The firm has dual headquarters in Sandusky, Ohio, and Fort Myers, Florida, and offices in North Augusta, South Carolina, and Miami, Florida, serving clients across the country.

Statistics:

  • 200 years of combined experience among the team members
  • Approximately $2 billion in client assets managed by the team at UBS
  • $52 Trillion in assets custodied by BNY Pershing
  • 2024 and 2025 recognition as part of Forbes Best-in-State Wealth Management Teams

Sources:

  • BusinessWire: "1280 Financial Partners Launches as Independent Advisory Firm, Empowering Clients with Personalized Service and Advanced Solutions" (May 12, 2025)
  • Forbes: "Best-In-State Wealth Management Teams" (2024 & 2025) compiled by SHOOK Research LLC

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