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 INDEPENDENT FINANCIAL PLANNING SERVICES

Reliable. Independent. Effective.

We focus first and foremost on the best interests of our clients.

 
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

Investment & Financial Services

Retirement Planning

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.

Alternate Investment

Tax Conscience Investment Planning

Contact us today for a complimentary no-obligation financial consultation!
ABOUT US
OUR SERVICES
RESOURCES
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3 Daylily Court

Wilmington, DE 19808

302.898.4141

eaiken@woodburyfinancial.net

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Check the background of this Investment Professional on FINRA'S BROKER CHECK.

This communication is strictly intended for individuals residing in the states of CA, DE, MD , and PA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2020 AIKEN & ASSOCIATES WEALTH MANAGEMENT.  ALL RIGHTS RESERVED.