A complete list of active advisors currently associated with AJP Financial Services, LLC
Warmer can help you find a great advisor at AJP Financial Services, LLC or one who fits your needs even better.
AJP Financial Services is a small independent advisory firm that primarily serves individuals — notably business owners, professionals, and retirees — and also works with sponsors of retirement plans. Its services include comprehensive financial planning, discretionary and non-discretionary investment management, and consulting for self-directed and defined benefit retirement plans. The firm begins client relationships with a written financial plan that guides portfolio construction and ongoing advisory work, typically allocating assets among mutual funds and ETFs and, when appropriate, engaging unaffiliated independent managers. It offers ongoing account monitoring, uses an eMoney client portal for consolidated reporting, and applies limited AI tools under formal controls; cash is treated as an asset class within its investment process. Compared with many solo independent advisers, AJP sponsors a legacy wrap-fee program (closed to new clients) and provides retirement plan consulting in an ERISA 3(21) capacity, including participant education and pension-related consulting for plan sponsors. The firm’s principal is also licensed to sell life and health insurance and may recommend commissionable insurance products, a relationship and potential conflict that the brochure discloses and addresses.
To learn more about the advisors currently working at AJP Financial Services, 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 |
|---|---|---|
Wilmington, DE
| 54
|
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