A complete list of active advisors currently associated with Asset Accumulation, Protection, Preservation, and Transfer, LLC
Warmer can help you find a great advisor at Asset Accumulation, Protection, Preservation, and Transfer, LLC or one who fits your needs even better.
The firm provides investment advisory and financial planning services to individuals, trusts, estates and various entities, including corporations, LLCs and family limited partnerships. It delivers much of its advice through wrap‑fee "manager of managers" programs and also offers abbreviated written or oral financial plans, valuation services for family limited partnerships/LLCs, and facilitation of conservation easement investments. The investment process focuses on asset allocation, portfolio construction and third‑party manager selection, using sponsors and programs such as SEI, Brinker Capital and mutual fund families like T. Rowe Price, and relies on ongoing manager monitoring and performance reviews. The firm generally operates in a non‑discretionary capacity: recommendations are presented and implemented only with client approval, and clients choose among the proposed manager programs. A distinctive feature is the integration of legal, tax and insurance expertise with advisory services: the principal maintains credentials and practices as an attorney and CPA, prepares estate, trust and gift tax returns, and holds life/health and annuity licenses, with related implementation options disclosed as potential conflicts of interest. Those professional affiliations and the firm’s niche offerings (FLP/LLC valuations and conservation easement facilitation) are atypical among independent advisers and may appeal to clients seeking coordinated legal, tax and insurance support alongside investment advice.
To learn more about the advisors currently working at Asset Accumulation, Protection, Preservation, and Transfer, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Blue Ridge, GA
| 40
|
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