Acrylic® Financial is “Transparent and Flexible”. It exists to help advisors offer state of the art technology and world class service to their clients. We want to take away the “mystery” surrounding financial matters, and give clients and advisors what they need to take control of their financial lives - in a simple to understand and easy to access way. Acrylic® is a fee only Registered Investment Advisor. We combine years of industry experience and forward thinking philosophy’s to produce results.
I’m a client that wants to know why I should use an Acrylic® Advisor
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!
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I’m an advisor that wants to know why I should work with Acrylic®
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.
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