Broker Check

Our Firm

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 to help protect and grow the assets of our clients through a personalized ongoing collaboration so that they can achieve and maintain financial security.

It is our ultimate goal to establish comprehensive, long term relationships with our clients through our commitment to excellence, integrity and objectivity.

Our Strategy

We are a fee-based financial planning and investment management firm.  That means, in most cases, we charge a fee for our services rather than commissions based on trade activity.  We believe this is the most transparent way to work with our clients, seeking to help grow and protect their assets.  We are affiliated with LPL Financial, the largest independent brokerage firm.*  We have no proprietary funds or products.  We are not encouraged or rewarded for recommending one investment over another.  This allows us to provide objective, tax efficient investment advice using a combination of solutions and strategies from leading researchers and portfolio managers resulting in sophisticated portfolios which typically include investment options not available to the general public. 

Regardless of current market performance or economic conditions, we believe that independent, objective financial advice is crucial to the investor.  The Aprisent Financial Group™ assists clients in gaining a concise overview of their current situation and, with continuing education and prompt communication, guides them to make prudent decisions regarding their present needs and financial future. 

While financial planning and investments are our specialty, we collaborate with clients' accounting, tax, and legal advisors as well, to ensure coordinated implementation of an overall wealth management program. 

The firm guides clients through a systematic process to determine goals, time frames, risk tolerance and expectations.  The Aprisent Financial Group™ presents clients with sophisticated investment strategies that range from conservative through aggressive growth models.  We provide ongoing management of client investments and when appropriate, are capable of performing insurance coverage assessments to round out a total risk profile.  

*As reported in Financial Planning Magazine, 1996-2017, based on total revenue.