For Clients / Where We Serve

From Fountain Hills to wherever you live.

Acrylic Financial is based in Fountain Hills, Arizona, and works with clients in all 50 states. You can talk with us by phone from wherever you are, or meet us at our office.

  1. In all 50 states

    We work with clients in every state. Where you live does not change what you can ask us for: portfolio management, financial planning and the selection of other advisers, the services our Form CRS lists.

    Wherever you live, portfolio management starts with an Investment Policy Statement written for you, and your accounts are reviewed at least quarterly.

  2. By phone, from wherever you are

    You do not need to live near Arizona to work with us. A first conversation is a call with our team, booked online at a time that suits you.

    Your account statements come to you each month directly from the custodian, wherever you live.

    You can reach us at 833-4ACRYLIC, (833) 422-7954, or info@acrylicfinancial.com.

  3. At our office in Fountain Hills

    If you would rather sit down in person, book a time and meet us at our office in Fountain Hills, Arizona.

    Acrylic Financial, Inc.
    16930 E Palisades Blvd, Suite 125
    Fountain Hills, AZ 85268

    Acrylic was formed in Arizona in February 2017 and first became licensed as an investment adviser there in May 2017.

  4. If you move

    A physical move is one of the changes in your life that can trigger a review of your accounts, alongside a retirement, a job ending or an inheritance.

    So tell us when you move.

Check us from any state

Acrylic Financial, Inc. is a registered investment adviser, CRD 288263. You can look the firm up on the SEC's adviser site, adviserinfo.sec.gov, and our Form CRS points to investor.gov/CRS for free, simple tools to research firms and financial professionals. Registration as an investment adviser does not imply a certain level of skill or training.

When acting in an advisory capacity through Acrylic, our people are held to a fiduciary standard. Some are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. Work in those roles is not done through Acrylic, and insurance sales are not made as a fiduciary.

Where we have served clients

We have served clients in Arizona, California, Colorado, Florida, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Oklahoma, Texas and Utah.

The 50 states

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Getting started from anywhere

  1. Answer a few plain questions online.
  2. Pick a time for a first call with our team.
  3. Talk it through. There is no charge for an initial consultation.

Services, fees and conflicts of interest are described in our Form ADV Part 2A brochure and our Form CRS. See also how our fees work.

Start with a call.

Start a conversation Client Login

Illustration. Services, fees and conflicts of interest are described in Acrylic Financial's Form ADV Part 2A and Form CRS. Investing in securities involves a risk of loss.