A Team Driven
by Purpose
Aaron’s team is composed of experienced, compassionate, and creative problem solvers with deep expertise serving highly successful individuals and families
We take great pride in our fiduciary responsibility and commitment to protect the best interests of each family we serve.
That is why we have spent years hand-selecting each team member who brings a unique level of experience, knowledge, and diversity from some of the world’s most respected financial institutions.
Together, we are a world-class team of credentialed and accomplished investment advisors and planners, creative problem solvers, and passionate client service professionals with extensive experience serving ultra-high-net-worth families.
Office Spotlight:
Newport Beach
Clients with significant wealth need a level of service that goes beyond the constraints of traditional firms and Aaron Wealth has built the platform to meet those needs.
Alexander Fedynsky, J.D. Partner, Investment Advisor & Wealth Planner
Strategic Partners
As an independent advisory firm, Aaron Wealth offers objective advice, supported by a fee-based arrangement with clients, which ensures that we remain independent in our guidance and recommendations. We are part of the Dynasty Financial Partners Network and have selected Charles Schwab as our preferred custodian. These industry leaders, along with several other key partners, provide expertise that gives our firm an advantage in sourcing products, platforms, services, and technology solutions. Our role as a fiduciary for our clients is driven by this open architecture.
Dynasty’s fully customizable technology platform gives Aaron Wealth Advisors end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us deliver objectivity, transparency and trust.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.
Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $2 trillion of assets on the Addepar platform.
