Custom Designs for Your Financial Future
Investment and retirement strategies designed to fit your unique goals
The Architects Behind Your retirement Plan
What is a Wealth Architect?
Since 1990, the Wealth Architects at Accardi Financial Group have been designing, developing and coordinating long-term investment strategies that help our clients pursue their vision of a fulfilling retirement.
As an independent, family-owned firm, we have the freedom to build diversified portfolios that don’t necessarily rely on branded products — so the recommendations we make are independent and chosen entirely to fit our clients’ unique needs and goals.
- Designs retirement strategies crafted with the goal to generate inflation-adjusted income, seek growth and reduce risk
- Develop plans for clients that cover the financial issues families can face, including planning for crises and wealth transfers
- Coordinate the work of the professionals—accountants, estate planning attorneys, insurance specialists and others—who contribute to the execution of clients’ customized plans
Most important, we take time to explain our strategies clearly, opening an ongoing dialogue that deepens over the years.
Your Best Interests Above All Else
We always put our clients’ best interests first, a mission we strive to achieve by forming long-lasting personal relationships with them. We provide our clients with industry-leading customer service, helping them work toward achieving clarity about their financial futures through a strategic approach to retirement planning and wealth management.
Not all financial planners are the same, including when it comes to providing fiduciary services. There are advisors who can consistently operate in a fiduciary capacity, others who only act as a fiduciary when providing certain services, and some who are not allowed to take on fiduciary obligations at all. When you work with an Accredited Investment Fiduciary® (AIF®) designee, however, you can be certain that you are working with an advisor who has the necessary training to follow the standard fiduciary process.
