1280 Financial Partners is proud to announce its launch as an independent advisory firm.

The firm is led by Founders and Managing Partners Thomas Burt CIMA^®, CFP^®, CPM^®, Duane Ohly, CRPS™, John T. McGee II, CPM^® and Charles Todd, CIMA^®, CFP^® – and committed to providing comprehensive wealth management and investment services to help individuals, families and institutions achieve their goals for today and tomorrow.

“We are excited to embrace the benefits of independence and formalize our duty and conviction as fiduciaries to protect the best interests of clients,” said Tom Burt. “Being independent gives us the freedom and flexibility to stay nimble and do more for clients.”

The partners are joined by a team of skilled and experienced professionals including:

• John J. Petracco, Senior Vice President, Senior Portfolio Manager
• Carol Powell, Senior Vice President, Senior Portfolio Manager
• Brett Kinzel, Senior Vice President, Senior Portfolio Manager
• Richard Allen Flippo Jr., CRPS™, Vice President, Wealth Advisor
• Rebecca Elder, Registered Senior Client Associate
• Jennifer Woods, Registered Senior Client Associate
• Melanie Woods, Registered Client Associate
• Rebecca Pyburn, Registered Client Associate

The team previously worked together at UBS where they collectively managed approximately $2 billion in client assets and were recognized as part of Forbes Best-in-State Wealth Management Teams, 2024 and 2025.

“We believe in earning trust and achieving client outcomes through a relentless commitment to tailored, highly personal solutions and service,” said Duane Ohly. “That is why each client can expect the guidance and wisdom of a team with 200 years of collective experience, a wide range of specialized skills, and a deep understanding of client needs and markets.”

1280 Financial Partners is focused on building deep, long-term relationships with individuals, families and institutions. For individuals and families, the firm provides financial planning, investment management, risk and insurance, retirement, tax planning, estate and trust services, and philanthropic strategies for every aspect of financial life. For institutions, 1280 Financial Partners caters to small and mid-sized business owners, delivering institutional-grade solutions typically reserved for larger entities. Services include professional asset management for insurance and captive insurance companies, 401(k), deferred compensation and other retirement plan strategies, cash management, business valuation, and exit strategies.

“We believe that our clients' needs and interests should always come first – without exception,” said John McGee. “We take the time to understand the unique and evolving needs and goals of each client, align the right services and solutions, ensure disciplined and deliberate investing, and provide white-glove service every step of the way.”

The experienced team is supported by trusted resources, including Sanctuary Wealth, an industry-leading platform that gives 1280 Financial Partners access to an array of infrastructure support, investment vehicles, and unique opportunities. In addition, the firm has access to multiple leading custodians with BNY Pershing being the primary custodian to ensure the safety of assets. BNY custodies over $52 Trillion and is the longest standing operating bank in the U.S., surpassing 250 years.

“Independence gives us the ability to access to robust investments, align with trusted resources, and utilize advanced tools and technologies to deliver an exceptional service experience,” added Charles Todd, CIMA^®, CFP^®.

1280 Financial Partners serves clients across the country from its dual headquarters in Sandusky, Ohio, and Fort Myers, Florida and offices in North Augusta, South Carolina and Miami, Florida. In fact, the “1280” reference reflects the 1,280-mile distance between Sandusky and Fort Myers—a nod to the firm’s dedication to guiding clients across their financial journeys, no matter where they are located.

About 1280 Financial Partners

1280 Financial Partners is an independent advisory firm that delivers comprehensive wealth management and investment services and ensures highly personal service to help clients achieve their long-term goals. For additional information, please visit: www.1280fp.com.

Forbes Best-In-State Wealth Management Teams (2024 & 2025) compiled by SHOOK Research LLC. Most recently received in January 2025 based on data gathered from 3/31/23-3/31/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

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