For Clients

An advisor for your portfolio, your plan and your retirement.

Acrylic Financial is a Registered Investment Adviser in Fountain Hills, Arizona, for individuals and families in all 50 states. We look at the three together first, then one part at a time.

Book a conversation Portfolio, planning, retirement

Portfolio management

Your portfolio, built around you.

It starts with an Investment Policy Statement written for you: your income, your taxes, your time horizon and how much risk you are comfortable with. Your portfolio is built from it and monitored over time, and you choose whether we trade for you or ask you first.

  • Investment strategy
  • Asset allocation
  • Asset selection
  • Risk tolerance
  • Regular monitoring
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Financial planning

Your next decisions, written down.

Planning can cover your investments, retirement, taxes, insurance, education and debt. It begins with a conversation about where you are today and ends with a written plan that is yours to keep.

  • Investments
  • Retirement
  • Taxes
  • Insurance
  • Education
  • Debt and credit
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Retirement

Retirement, thought through.

Where your income could come from, what you expect to spend, how you keep saving until then and when to claim Social Security. And the questions that are not about money at all: where you want to live, and when you want to stop working.

  • Income sources
  • Expenses
  • Savings
  • Social Security
  • Where to live
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Three parts, one conversation.

Book a conversation

A time with our team to talk about where you are today, and which of the three parts matter to you.

Fees for each service are set out in our Form ADV Part 2A brochure. Our Form ADV Part 2A, dated March 3, 2026, lists no account minimum for any of our services.

When we provide advisory services, we act as a fiduciary. Some of our advisors are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. Form CRS and Form ADV Part 2A explain how.

Illustration. Services, fees and conflicts are described in Acrylic Financial's Form ADV Part 2A and Form CRS.