OURTEAM

Experience. Expertise. Fiduciaries.

We are a team of proven and credentialed professionals with extensive experience guiding clients through complex financial situations, market cycles and life events. As an independent firm, we are also fiduciaries who are legally bound to act in clients’ best interest.

 

We treat clients like family – delivering highly personalized, concierge-style service and aligning everything we do to help them simplify life, preserve wealth for today and future generations, and capitalize on market opportunities. Importantly, we dedicate a trusted senior advisor backed by the full support of our planning, investment, and service teams.

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Aaron WealthTEAM INVESTMENTCOMMITTEE

Our Investment Committee was created to guide our advisors and clients through leading thought leadership in both the public and private markets and takes advantage of a broad range of resources from both our strategic partnerships and network of like minded individuals.


The Aaron Wealth Advisors LLC Investment Committee is responsible for oversight, governance, and review of firm investment strategies and offerings. The Committee does not receive or have access to sensitive and confidential client personal information.

OPERATIONS & COMPLIANCECOMMITTEE

STRATEGICPARTNERS

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.

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Aaron Wealth Advisors is proud to partner with several industry leaders in providing best-in-class services

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.

Custodian

As a registered investment adviser, Aaron Wealth Advisors does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc. and here is why: Schwab’s size and experience, financial strength and its range of outstanding services make it a compelling choice to safeguard your funds. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.

Planning

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.

Reporting

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.

Research

Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.

Communication

Moxo provides Advisors with their own Digital Branch — as a branded, OneStop Portal App in every customer’s pocket. The portal enables a premium, one-stop service experience with a suite of collaborative capabilities including secure chat, document collaboration, video meetings, digital signatures, and more. Moxtra was built by the founders of WebEx and powers client collaboration for leading financial institutions around the world.