Acrylic^® puts every advisor through an extensive background, training, and coaching process. Acrylic^® continuously works with the advisor on a regular basis to make sure the tools they are using, and the service they are providing is world-class. Acrylic^® provides their advisor’s with years of financial industry experience including access to Certified Financial Planners, Chartered Financial Consultants, and more, to help design, implement, and monitor your investments. Perhaps most importantly, we want you to UNDERSTAND CLEARLY what is going on with your money, so we provide very simple, yet high-powered tools that you as a client will have at your fingertips. YOU should be in the driver's seat, with the most quality passenger (Acrylic^® Advisor) in town!

In a sentence - because we are transparent and flexible. We will meet you wherever you are at and help you grow. If you are: A veteran advisor with grey hair and a wealth of knowledge - we got that. Just starting out with green hair in the financial services industry - we got that. In Insurance with pretty hair and to add advisory services - we got that. A Registered Rep with blonde hair and want to add advisory services - we got that. A principle of your own RIA with no hair and simply want to take advantage of the best tech in the world, and experienced firm personnel….we got that.