About our firm
Experienced, reputable financial management.
We understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.
It’s about understanding the complexities of managing and protecting your wealth …
It’s about simplifying your financial life, through a relationship that can help provide focused, creative financial strategies and attentive personalized service …
It’s knowing you, what you want and when you need it …
It’s about commitment, to help you reach your fullest potential as an investor …
Step By Step • Day By Day
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.