Welcome To Aiken & Associates
Because we are an independent financial firm, we can offer a wide range of investment and other financial vehicles without the sales pressure often found in the larger brokerage firms. We are under no pressure to promote proprietary products or meet sales quotas, our focus is on identifying financial vehicles that are a best fit for our client’s needs, time horizon and risk profile.
Aiken & Associates Wealth Management represents the best of both worlds, a small boutique firm with access to the resources of a large broker dealer.
HOW WE DO IT
Focus
We don’t try to be everything to everyone.
Competency
We know our stuff… and we are confident enough to relay it to you in a way that will make perfect sense.
Objectivity
We leave the conflicts to our competitors. We are fiduciaries, which means we always put your interest first.
Our Services
FINANCIAL SERVICES & WEALTH MANAGEMENT
Why Choose Us?
We don't claim to be everything to everybody.
Instead, Aiken & Associates Wealth Management only focuses on accomplishing three things:
ORGANIZING
your financial information in a way that resonates with you. On paper or online, we can work with both.
HELPING
you better understand the drivers of your financial success. Drowning out the noise & focusing on what really matters.
MANAGING
your investments. Utilizing the most advanced financial science & empirical data available to drive to better portfolio outcomes.
