Process and Experience
Your Goals, Desires, And Objectives Always Come First
Guided by our conservative, proactive business philosophy, we have developed a highly valued business by focusing first and foremost on client needs. As independent financial advisors, our highly individualized approach to comprehensive wealth management employs the latest tools and technologies, as well as access to a comprehensive universe of non-proprietary products and services custom tailored to your needs.
AK Financial Group clients benefit from:
- The collective strength of our experienced management team;
- Vast resources of our strategic partners across multiple financial disciplines, and;
- Individual attention from your own personal financial consultant.
Making a difference in your life: Thorough, ongoing and attentive planning
AK Advantage, our disciplined financial and investment planning process helps to ensure that your situation, as well as opportunities and alternatives, are thoroughly and methodically researched before our independent recommendations are presented to you.
- State-of-the-art technology supports our high level of personalized service and sophisticated communications applications, helping you to visualize potential outcomes through sophisticated scenario planning.
- We provide 24/7 online account access and the ability to assemble and download custom reports anytime you choose.
Through our affiliation with Private Advisor Group, our firm has access to industry-leading services and resources, to enhance our services to you, inspire growth, fiduciary adherence, and help us stay connected with a nationwide community of peers in the financial profession.
Private Advisor Group has been recognized by Barron’s as one of the top 10 registered investment advisory (RIA) firms on the publication’s listing of “2023 Top 100 RIA Firms.”
With Private Advisor Group, we have access to:
- Sophisticated tools to help in planning, researching, documenting progress, and applying changes and updates to help you navigate your financial journey
- An extensive team of compliance professionals to ensure adherence to fiduciary obligations
- Leading technology providers that offer financial planning software, market insights, practice management support, and tools to help our practice run smoothly while serving you efficiently
- Practice consulting and growth programs to deliver a greater variety of innovative services
- Practice protection, business continuity, and succession solutions for uninterrupted service
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria, including regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.