A complete list of active advisors currently associated with Advanced Capital Advisors, LLC

Warmer can help you find a great advisor at Advanced Capital Advisors, LLC or one who fits your needs even better.

Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pension and corporate clients and manages roughly $173 million in client assets. The firm operates on a fee‑only basis and also offers accounting and tax preparation services through its affiliated CPA practice, with the firm’s owner allocating a portion of time to those accounting activities and billing for them separately from advisory services. Investment programs are implemented on a discretionary basis and built around a strategic‑tactical, core‑and‑satellite approach that uses passive index/ETF cores supplemented by active managers and global diversification. Client objectives are documented in written investment policy statements, accounts are reviewed quarterly, and the firm may recommend additional strategies such as margin or options where appropriate and consistent with a client’s risk profile. Compared with many peers, ACA’s combination of investment advisory services and an in‑house CPA practice is a distinctive operating model the brochure discloses, which can facilitate coordinated tax and planning work under one firm. The firm also emphasizes written governance — including a Code of Ethics, proxy‑voting procedures, and regular custodial and quarterly reporting — and encourages coordination with other professionals for implementation.

To learn more about the advisors currently working at Advanced Capital Advisors, 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.