Broker Check

Providing what plan sponsors need and 401(k) participants want.

  • Turnkey compliance for plan sponsors.

  • Individual investment advice for 401(k) participants.

  • Fiduciary advice for both.

How ASC is Different From Other Investment Advisors

Compensated Exclusively by Fees

This means there are no hidden commissions or direct compensation paid to us by anyone but our clients. This allows us to work in a fiduciary capacity, serving your best interests and working solely for you.

Work as a Team for Our Clients

We provide personal attention every step of the way. In addition, we work closely with other advisors, such as CPAs, Attorneys, and Insurance Agents, to make sure we are taking care of your needs.

Create Customized Solutions for Our Clients

We really get to know you, your individual situation, and goals. We then pull this information together into a comprehensive plan.

Knowledge & Experience

We help to guide you to your financial goals with over 50 years of combined Planning Experience. Our total assets under management as of December 31, 2015 are $110,900,000.

Client Contact

We meet as often as you would like and respond to phone calls and emails the same or next business day.