A complete list of active advisors currently associated with AIKAPA

Warmer can help you find a great advisor at AIKAPA or one who fits your needs even better.

AIKAPA works with individuals, families, trusts, non-profit associations, corporations, pension/profit-sharing plans and small businesses, with a client base that typically includes executives and business owners aged roughly 30 to 84. The firm provides comprehensive wealth planning and financial planning, portfolio management, wealth coaching, and employer/employee retirement plan analysis and education. The firm requires a financial plan as the foundation for its investment advice and delivers services through two models: a Managed Plan that integrates planning, implementation and ongoing portfolio oversight, and a Guided Plan that provides project-based planning and client-led implementation. Portfolios are built from broadly diversified mutual funds and ETFs, rebalanced to agreed asset mixes, and may be managed on either a discretionary or non‑discretionary basis depending on the engagement. Noteworthy features that distinguish AIKAPA from many independent advisers include a published blog and periodic newsletter, regular seminars and workshops, and work with corporate and small‑business clients on retirement plan design and pension/profit‑sharing arrangements. The firm also embeds wealth coaching and financial education into its Managed Plan and provides targeted planning for business‑owner financial infrastructure and employee education.

To learn more about the advisors currently working at AIKAPA, 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.