OUR PURPOSE
We exist to help good people preserve and grow wealth, protect family values, and position future generations to pursue enriching lives and have a positive impact in their personal, business, and philanthropic missions.
The Aaron Difference
Aaron Wealth Advisors is structured as a highly personalized shared family office with a low client-to-advisor ratio. By focusing on long-term preservation and growth through sophisticated investment strategies and addressing specific family needs and aspirations, Aaron Wealth Advisors aims to provide a unique level of customization and personal attention, serving the complex needs of affluent families who require more than just standard financial advice.
We’re dedicated to helping sophisticated individuals, entrepreneurs, multi-generational families, and family offices manage the complexities of their wealth.
Toby Stannard, CFA Partner, Deputy Chief Investment Officer
The Story of Aaron
Aaron Wealth Advisors was founded on a culture of ethics, integrity and responsibility – and continue to be uncompromising in our deep-rooted principles. When choosing the name of our firm, the name Aaron came immediately to mind. Aaron was the brother of Moses, the most consequential member of his community. Aaron became Moses’ most trusted advisor and counselor. Aaron served Moses with humility, objectivity, and respect as Moses carried out his legacy. We embrace Aaron as our inspiration as we take on the profound responsibility of serving our clients in defining their legacies.
Our Values
Among the many reasons for choosing Aaron Wealth as your trusted advisor are the values upon which we’ve built our firm and inspire in our team.
Relentless Passion for our Clients' Success
Entrepreneurial Spirit and Approach
Innovative and Creative Problem Solving
Ethos of Discipline and Transparency
Culture of Learning and Collaboration
Focus on Service and Community Impact
Community Impact
Our firm-wide volunteer days bring our team together to collaborate, give back to the community, and support organizations that are aligned with our values. Aaron Wealth in Action fosters a sense of community and purpose among our staff. These volunteer days not only benefit the organizations we support but also enhance our sense of fulfillment and connection.
The Aaron Wealth Advisors Philanthropy Fund has been established as our instrument for corporate and employee engagement. We are proud to afford our senior employees the opportunity to donate annually to charities of their choice.
Aaron Wealth Advisors applies the advantages of donor-advised funds to assist our clients in supporting their personal philanthropic goals and to support Aaron Wealth Advisors’ enduring commitment to local communities and non-profit organizations
Supported Charities
