At ACA, we feel strongly about the obligation we have to our clients. We hold ourselves accountable to the highest of standards - we are established as a Registered Investment Advisory Firm and adhere to the stringent guidelines of the CFP® board. We offer our clients more than 67 years of collective investment advisory service in an ever changing financial landscape. 

 

 

We are a Registered Investment AdvisorY Firm

Registered Investment Advisors (RIAs) have a fiduciary duty to their clients, which means we always act in our clients' best interest and are obligated to provide suitable investment advice. Established by the Investment Advisers Act of 1940, RIAs provide advice and recommendations and are paid a fee in exchange.

We are Certified Financial Planners

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements, and are held to rigorous ethical standards. We understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Our Custodian is Charles Schwab

After an extensive amount of research and due diligence, ACA chose to partner with Charles Schwab as the custodian of our client assets. They have an industry leading institutional platform with dedicated professionals that cater to over 7,000 RIA firms, like ours. As one of the largest and most respected financial firms, Schwab Institutional allows us to provide best in class investment strategies and services to each of our clients.

 

Meet the Team