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Thank You For Your Partnership!

Our Apriem Team values you as our partner and the addition you make to the quality of service that our clients receive. We want to share with you what we have been doing for our clients over the last quarter so that you know we are taking good care of our Apriem family! Here are some marketing materials that you can feel free to look over and share!

Apriem Advisors Bi-Fold Brochure
Form ADV
Apriem Forms

Apriem Financial Cents Educational Videos
COMING SOON: Apriem Whiteboard Video Series

COVID-19 Resources for Clients

Over the past few months, we have been communicating with our clients twice per week. One communication is sent from our President, Rhonda Ducote, AIF®. The second communication is sent by a member of our Investment Team. Click here to see our COVID-19 Resouce page!

Consistently Generating New Content

Our priority is our clients. The past few months we have been working to generate educational content in addition to our virtual events/ webinars and weekly emails. Click here to see what we've been working on!

Financial Planning 101: 1000 Potential Futures

Rhonda Ducote, Joshua Garland along with Financial Planner, Christopher Whitaker, CFP®, AIF® and Associate Financial Planner, Megan Schwab hosted our first ever virtual event on financial planning for different life stages! Watch our recording here!

Apriem's President on the Cover of Orange County Business Journal

Our President, Rhonda Ducote along with Co-Founder, Harmon Kong CFP®, AIF® were interviewed in the Orange County Business Journal in their special issue, “Securing Your Wealth During Covid-19.”

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Disclosure: Advisory services offered by Apriem Advisors ("Apriem"), a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Apriem Advisors or any person associated with Apriem Advisors has achieved a certain level of skill or training. Apriem Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. For complete information about our firm, please refer to our Form ADV Part 2A and 2B at any time.
Apriem Advisors and staff did not pay a fee to participate in any of the award/list. For more details on the award criteria, please click on the article.