Why Choose an ACP Advisor

Fee-Only Fiduciaries

  • Receive objective advice from fiduciary advisors who put their clients’ best interests first.
  • Truly fee-only: ACP advisors do not receive commissions from selling products or receive referral fees.

Comprehensive Planning

  • Address numerous financial planning issues in an integrated fashion.
  • Clients receive analysis and advice on investments, insurance, tax, education, retirement, estate planning, and other critical issues.

Tax-Focused Advice

  • Advisors consider and advise on important tax ramifications with the goal of minimizing taxes.
  • Consult with advisors who have extensive training in taxation generally not seen in the industry.

Retainer Model

  • Value-based pricing approach that aligns client and advisor objectives.
  • Open retainer approach accommodates regular ongoing reviews with access to the advisor when needed.

Time-Tested Process

  • Clients benefit from receiving an established, effective process that has been implemented thousands of times by ACP advisors.
  • Receive clear objectives and deliverables for each meeting and established revaluation points and processes.

Support from a Team of Certified ACP Advisors

  • Collaborative group of 160+ experienced, credentialed advisors (CFP ®, CPA, PFS, CFA, JD, CDFA, EA, MBA)
  • Clients benefit by receiving the personal touch of a local advisor with deep national resources.