A complete list of active advisors currently associated with Assured Advisory Group, LLC

Warmer can help you find a great advisor at Assured Advisory Group, LLC or one who fits your needs even better.

Assured Advisory Group serves individual clients, including high-net-worth households, offering discretionary investment supervisory and management services alongside financial planning. The firm manages roughly $87 million across under 100 client households and also provides advice for assets held in employer-sponsored retirement plans and tuition plans. The firm builds written investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, with computer-driven analytics sometimes used to supplement security selection; recommended portfolios commonly include ETFs, mutual funds, government securities, options, and variable annuities. Accounts are managed on a discretionary basis, reviewed monthly, and financial plans are provided either as part of asset management or for a fixed fee when offered separately. Compared with many peers, the firm maintains a number of uncommon affiliations: a principal is registered as a representative with a FINRA-registered broker-dealer, the firm owner operates a tax-preparation/planning business that solicits clients, and the advisory personnel are licensed to sell insurance and are affiliated with an insurance entity. The firm also offers educational seminars/workshops (free seminars and modestly priced multi-day workshops) and provides access to third‑party estate‑planning software for an annual subscription, arrangements that the brochure discloses can create potential conflicts of interest and for which clients retain the choice to use alternative providers.

To learn more about the advisors currently working at Assured Advisory Group, 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.