Isthmus Partners, LLC is an independent asset management firm based in Madison, Wisconsin, offering comprehensive financial planning and tailored investment solutions to individuals, families, and institutional clients nationwide. Founded in 2014, the firm provides services such as retirement planning, cash flow projections, insurance planning, and business succession strategies. As of March 2025, Isthmus Partners manages over $1.2 billion in discretionary assets across 364 clients, with a focus on high-quality equities and independent valuations. Their investment approach emphasizes long-term growth and capital preservation, utilizing proprietary processes and disciplined methodologies to align with clients’ unique financial goals. The firm’s commitment to transparency and fiduciary responsibility ensures that clients receive personalized strategies designed to navigate complex financial landscapes.