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Why Us

Advantages of Working with Advanced Capital Advisors, LLC

When selecting a financial advisor, there are a number of factors you should take into consideration – expertise, experience, integrity and even personal compatibility. If you are looking for objective advice, you can’t ignore the question of how the advisor is compensated.

The principals of Advanced Capital Advisors, LLC are committed to placing our client’s interest first. We accomplish this by being compensated only by the client. We receive no mark-ups or commissions. The integrity of our recommendations is paramount to our client relationships.

“Unbiased Financial Advice without the Potential for Conflict”

Advanced Capital Advisors is an Independent Firm and not a captive of any one investment source. We are free to recommend investments and products from a broad universe of options that best meet the client’s need, including some sources that are not available to the general public.

Access to Institutional Class Investments that are not available to the general public and have the following benefits:

Institutional class fund shares with significantly lower expense ratios

Load waived mutual fund shares with no front end sales or back end sales charges

Access to Institutional Research provided by 3rd parties

Working with an advisor that is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS) are a combination of disciplines that offers a complete and integrated approach to your financial needs.

NAPFA Registered Advisor – we are held to the strictest of core values such as professional expertise, integrity and honesty, objectivity, confidentiality, complete disclosure and fee-only.

Work directly with one of the Principals and receive the Personal Service that you deserve.