A complete list of active advisors currently associated with I Am, Inc.

Warmer can help you find a great advisor at I Am, Inc. or one who fits your needs even better.

I AM, Inc. provides holistic retirement income planning and consulting to individuals and to retirement plan sponsors, including pension and profit‑sharing plans. The firm focuses on guidance around retirement topics (Social Security, annuities, long‑term care, estates) and retirement‑plan services, and it refers clients to third‑party turnkey asset managers for investment implementation. IAM operates as an advisory and referral practice rather than a discretionary manager: it uses fundamental analysis and recommends diversified asset‑allocation models created and implemented by outside managers, relying on those managers’ proprietary scoring and strategic rebalancing. Services are tailored through one‑on‑one interviews and questionnaires, and clients or plan sponsors can impose investment restrictions and retain responsibility for trading and implementation. Compared with many solo independent advisers, IAM’s profile is notable for its retirement‑plan consulting work and for being licensed as an insurance agency (the firm and its president may receive separate insurance compensation while devoting a small portion of time to insurance activities). The firm does not directly manage individual portfolios or act as a percentage‑of‑assets fee advisor; instead it maintains referral and fee‑sharing arrangements with selected third‑party money managers, a relationship IAM discloses as a potential conflict of interest.

To learn more about the advisors currently working at I Am, Inc., 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.