Our mission is to help you find balance within all three major facets of wealth
Here at The Normandy Group, we’re a family firm. We’re committed to helping you achieve your personal vision of success.
Our practice has evolved based on what we thought was missing from the industry a few decades ago: heart. Our founder, David Partheymuller, thrived in financial services and saw a unique opportunity to put clients’ interests first. Many industry participants seemed more motivated to sell products than help people properly protect their futures.
David observed the industry’s inability to help people achieve their true goals and dreams. Clearly, most of us want success because it can give us a better life….we’re not simply motivated to achieve a number.
David was joined by a close friend, Jack Anderson, early on. They worked together to establish a unique process to help their clients define the success they wanted. Then they designed plans to help them achieve it.
Dave’s wife, Dee Leh, also liked the direction of the firm and joined early on. Years later, Dave and Dee’s son, Charley Partheymuller and Jack’s grandson, Derek Landis, joined the team.
Our family team maintains the same mission: to help you find balance within all three major facets of wealth: personal wealth, social wealth and financial wealth. Only when these three are balanced, we find, you can truly enjoy the fruits of your labor.
Over the years we’ve refined our design methodology to achieve even better results. Today, we’re proud to have served many families and businesses, and we are grateful to be a part of their success.