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
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We don’t try to be everything to everyone.

Competency

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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.

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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 Conscious Investment Planning

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