A complete list of active advisors currently associated with Above & Beyond Investments, LLC

Warmer can help you find a great advisor at Above & Beyond Investments, LLC or one who fits your needs even better.

Above & Beyond Investments provides portfolio management, financial planning and qualified plan consulting to individuals, small businesses, trusts, estates and charitable organizations. The firm generally charges percentage-of-AUM portfolio management fees and may place client assets with third‑party managers or co‑advisors for implementation. The firm documents client goals, time horizons and risk tolerances to create tailored allocations and uses fundamental analysis as part of its investment process, implementing advice either directly or via co‑advisors and third‑party managers. ABI maintains regular monitoring and client contact, including a quarterly review cadence and ongoing consulting meetings that cover tax review, investment review, insurance review and a year‑end planning session. ABI is notable for its close integration with other financial services: the managing member operates a tax preparation business and firm representatives act as licensed insurance agents who receive commissions, relationships the brochure discloses as potential conflicts of interest. The firm also highlights specific pension/qualified plan consulting offerings (flat fees disclosed at $250–$2,500), a co‑advisor arrangement with a named portfolio manager that includes an incentive‑sharing program, and a formalized quarterly meeting schedule.

To learn more about the advisors currently working at Above & Beyond Investments, LLC, 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.

Name	Location	Years of experience
John Burton	Bloomington, IN	11

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