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How does the advisor help clients – Key Takeaways:

AssuredPartners Investment Advisors is a financial firm that provides expert guidance and management for individuals and businesses seeking to achieve their financial goals. With a team of experienced advisors and a wide range of financial services, AssuredPartners Investment Advisors offers personalized solutions and expert advice to help clients secure their financial future.

Facts and Insights

Here are some facts and insights to help understand AssuredPartners Investment Advisors:

  • Founded in 2001, with over 20 years of experience in the financial industry
  • Over 100 advisors dedicated to providing personalized financial solutions
  • Assets under management of over $10 billion
  • Recognized as one of the top investment firms in the country

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$10 billion Over 100 20+ years

Financial Services Offered

AssuredPartners Investment Advisors offers a wide range of financial services to meet the unique needs of each client. Some of the services offered include:

  • Investment management and advisory services
  • Retirement planning and wealth management
  • Tax planning and preparation
  • Estate planning and trust services
  • Education planning
  • Insurance solutions

Client Types

AssuredPartners Investment Advisors works with a diverse range of clients, including individuals, families, and businesses. Their team of advisors has the expertise to handle the financial needs of clients at every stage of life, from young professionals just starting out to retirees looking to preserve and transfer their wealth.

Fees & Compensation

AssuredPartners Investment Advisors operates on a fee-based model, meaning their compensation is based on a percentage of the assets under management. This ensures that their interests are aligned with those of their clients, as they only earn more when the client’s assets grow. They are transparent about their fees and work with their clients to find the most cost-effective solutions for their financial needs.


AssuredPartners Investment Advisors has a reputation for providing exceptional financial guidance and service. They have been recognized by industry publications and organizations for their commitment to excellence and their dedication to their clients. Their team of advisors comes from diverse backgrounds and brings a wealth of experience and expertise to the table.

Financial Advisor Disclosures to Know

As a financial expert, AssuredPartners Investment Advisors abides by all regulations and guidelines set by governing bodies. Some important disclosures to know about them include:

  • Registered with the Securities and Exchange Commission (SEC)
  • Member of the Financial Industry Regulatory Authority (FINRA)
  • Subject to fiduciary duty, meaning they are legally obligated to act in the best interest of their clients
  • Required to disclose any potential conflicts of interest

Company Information

Main Office

Mail Office

Other Information

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