The Apriem Advisors Team

Financial Success Starts With A Plan

Service To The Highest Degree

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

Awards

OCBJ Best Places To Work 2023

Click here to view award disclosures.