Our Firm
What's in a Name?
Here at Aprisent Financial Group™, the word 'apprise' relates to our commitment to keeping our clients informed and involved throughout their financial journey. To apprise means more than just providing updates; it's about ensuring that our clients have a comprehensive understanding of their financial landscape. We go beyond numbers and charts, striving to educate and enlighten our clients about every aspect of their financial plan. At Aprisent, we see 'apprise' as a pledge to continuously communicate, educate, and guide our clients, empowering them to make informed decisions and pursue their financial aspirations with confidence.
Our Focus
The Aprisent Financial Group™ is an independent, boutique-sized, fee-based wealth management firm. The group's clientele includes individuals, families and businesses that have accumulated assets significant enough to benefit from comprehensive financial planning and the use of sophisticated management tools. We view our clients as partners. We are committed to helping our clients accomplish their unique financial goals and objectives. After developing a thorough understanding of their risk tolerance and short- and long-term goals, we work together with clients to create a customized investment portfolio designed specifically for them.
Our Mission
Our mission is seek to protect and grow the assets of our clients through a personalized ongoing collaboration so that they can pursue and maintain financial freedom.
It is our ultimate goal to establish comprehensive, long term relationships with our clients through our commitment to excellence, integrity and objectivity.
Our Approach
At Aprisent Financial Group™, we pride ourselves on our client-centric, fee-based approach to financial planning and investment management. Unlike commission-based models, we transparently charge fees for our services, aligning our interests with the growth and protection of our clients' assets. Affiliated with LPL Financial, the largest independent brokerage firm, we uphold our commitment to customize by steering clear of proprietary funds or products. Our advisors are not incentivized to recommend one investment over another, allowing us to deliver independent, tax-efficient advice. Collaborating with leading researchers and portfolio managers, we construct sophisticated portfolios that often include exclusive investment options.
We firmly believe that independent, customized financial advice is indispensable, irrespective of market conditions. The Aprisent Financial Group™ empowers clients with a comprehensive overview of their financial landscape, facilitating prudent decisions for both their current needs and future goals. While specializing in financial planning and investments, we seamlessly collaborate with clients' accounting, tax, and legal advisors to ensure a harmonized wealth management program.
Our systematic approach involves guiding clients through goal-setting, assessing time frames, determining risk tolerance, and managing expectations. From conservative to aggressive growth models, our sophisticated investment strategies cater to diverse preferences. We not only provide ongoing investment management but also conduct insurance coverage assessments when necessary, completing a comprehensive risk profile.
*Aprisent Financial Group™ is affiliated with LPL Financial, the largest independent brokerage firm, as reported in Financial Planning Magazine, 1996-2017, based on total revenue.