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+1 616-531-5220
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| 4555 Wilson Ave SW Ste 2, Grandville, MI, 49418 | |
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Specialties
It is AAM’s belief that everyone should be entitled to receive financial planning and investment advice at a reasonable fee.
By providing a platform for you to choose how you want to work with a financial advisor, and strictly maintaining a FEE-ONLY approach, most conflicts of interest are removed from the advisory process.
Our missionis tofocusyour passion, committo your cause, earnyour respect, andexceedyour expectations.
Think of us as your financial coach. We provide the vision and direction for your financial needs to achive your goals. We can colaborate with all of your professionals so that your advisors work together to further your financial and life goals.
To achieve our mission we believe the following: It is our responsibility to earn your respect and to exceed your expectations. Everyone, regardless of income or assets, should have access to professional financial adviceSuccessful financial planning provides peace of mind knowing you are on track to meet your goals. Successful investing requires sound strategies, patience and discipline to stay the course. Maintaining our reputation and is one of our highest priorities. Our business is based on trust. We adhere to a strict code of honesty, integrity and ethical behavior.
History
Established in 1997.
AAM was created to move away from the commission and brokerage way of financial planning and investment management to move towards a fee-only practice. In 2003 we dropped our securities licenses to operate as a fee-only investment firm and in 2009 I dropped my insurance license to join www.napfa.org and truely become fee-only.
Meet the Business Owner
Ron V.
Business Owner
Ron is a Certified Financial Planner Practitioner who has been in the financial planning business since 1992. Ron is a member of NAPFA, The Financial Planning Association and the Grandville Jenison Chamber of Commerce. He specializes in helping individuals reach their financial goals through a fee-only financial planning and investment practice.
