A complete list of active advisors currently associated with A.E.I. Financial Group

Warmer can help you find a great advisor at A.E.I. Financial Group or one who fits your needs even better.

A.E.I. Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm implements portfolios using third‑party platforms (Orion Portfolio Solutions, Gradient Investments LLC, and Pontera for individual 401(k) asset management), and also offers financial planning and public workshops to educate clients. The firm typically assesses clients’ objectives and risk tolerance, then recommends either in‑house strategies or third‑party managers and monitors those relationships on an ongoing basis, delivering periodic performance reporting and plan reviews. For qualified retirement plans, A.E.I. offers limited‑scope ERISA 3(21) fiduciary services including development of investment policy statements, selection and monitoring of plan options, and participant education. Several features in the brochure are uncommon for a small independent adviser: the owner operates a tax‑preparation and insurance practice (A.E.I. Tax & Financial) and the firm discloses receiving external compensation and solicitor fees for referrals to third‑party managers. The combination of pension consulting, licensed insurance and tax services, and paid or free educational workshops distinguishes its service mix and creates disclosed conflicts of interest that the firm says it manages through disclosures and procedures.

To learn more about the advisors currently working at A.E.I. Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.