Hero Collection AT APRIEM ADVISORS WE SIMPLIFY YOUR LIFE So you can focus on what you do best! Get Started Learn More Slide Virtual Event: PROVIDING FOR A SURVIVING SPOUSE IN RETIREMENT Join us June 30th at 1PM PDT Register

Slide Who We Serve Our clients want to translate their success into significance. They are individuals, families, and organization who want the peace of mind that comes from making wise decisions about their finances. We strive to build and nurture deep relationships with those we serve. Additionally, overtime we have become highly specialized in a few niche markets: MULTI-GENERATIONAL FAMILIES INDUSTRIAL RETIREMENT SERVICES WOMEN OF WISDOM CHARITABLE SERVICES HOW CAN APRIEM HELP ME?

The Apriem Way

At Apriem, out goal is to simplify your financial life so that you can focus on the activities you do best and enjoy most! Our team works together to accomplish this goal by providing four distinct services departments tasked with keeping your best interest in mind.

Client Services

  • Secure electronic on-boarding process
  • Encrypted online account access
  • Electronic training (by appointment)

Financial Planning

  • When can I retire?
  • When should I take social security?
  • How can I be more tax-efficient?
  • Should I pay off my mortgage?
  • How much is enough?
  • What if…?

Investment Management

  • Goals-based asset allocation
  • Proprietary stock selection process
  • Access to in-house CFA Charterholders
  • GIPS-compliant and independently verified performance reporting
  • Tax-efficient investing

Relationship Management

  • Regular in-person reviews
  • In-depth financial education
  • Exclusive client-only events
  • Personal financial advice
  • Quarterly performance reporting
  • Quarterly Newsletter

From the President's Desk: June 17th, 2021 June 17, 2021 READ MORE Apriem Financial Cents Eps. 6 – Four LTC Funding Options! June 17, 2021 READ MORE Market Update: June 14th, 2021 June 15, 2021 READ MORE From the President's Desk: June 10th, 2021 June 11, 2021 READ MORE Market Update: June 7th, 2021 June 7, 2021 READ MORE

Nationally Recognized

“We are pleased to be honored by peers and industry leaders for Apriem’s success. We know our success is driven by our dedication to client service.” (Disclosures)

Rhonda Ducote
President/Principal

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