A complete list of active advisors currently associated with American Executive Advisors, LLC

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

The firm provides comprehensive financial planning, ongoing portfolio management, financial consulting on discrete topics, and retirement plan consulting to individuals, high‑net‑worth clients, corporations and pension or profit‑sharing plans. Clients receive a written financial plan following planning engagements, and the firm includes a complementary comprehensive financial plan for clients who enter a portfolio management arrangement. The firm employs a tactical asset allocation approach using customized portfolios built from proprietary model portfolios and, when applicable, a third‑party subadviser; it generally exercises discretionary trading authority while allowing non‑discretionary allocations to digital assets with client permission. Portfolios may include mutual funds, ETFs, leveraged and inverse funds, options, stocks and bonds, and the brochure highlights the specific risks associated with leverage, inverse funds and digital assets. Noteworthy differences from many solo independent advisers are the firm’s affiliation with an insurance agency—its principal is a licensed insurance agent who receives commissions for insurance sales—and the firm’s explicit retirement plan consulting services, which include ERISA fiduciary and non‑fiduciary support such as QDIA selection and fiduciary liability reviews. The firm’s principal also maintains a separate digital‑assets venture with a patent‑pending system and spends a material portion of time on that activity, and the brochure discloses use of subadvisers whose fees are charged separately.

To learn more about the advisors currently working at American Executive 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.