The Accredited Asset Management Specialist™ (AAMS™) designation is a nationally recognized credential in the financial services industry that signifies advanced knowledge in asset management, investment strategies, personal finance, and estate planning fundamentals. Financial professionals who hold the AAMS™ designation have completed rigorous coursework and demonstrated proficiency in building, managing, and monitoring investment portfolios aligned with a client’s goals, time horizon, and risk tolerance.

An AAMS™ professional is trained to help individuals and families make informed financial decisions by integrating investment management with broader financial planning considerations such as tax efficiency, retirement readiness, and legacy planning. This holistic perspective allows advisors to deliver guidance that is both strategic and practical, helping clients navigate market changes while staying focused on long-term objectives.

For clients, working with an AAMS™ professional offers confidence that their advisor adheres to high ethical standards, employs disciplined investment processes, and is committed to acting in their best interest.

To maintain the AAMS™ designation, advisors must complete ongoing continuing education requirements. This ensures they stay current with evolving market conditions, regulatory changes, and best practices within the financial industry—providing clients with guidance that remains relevant, informed, and responsive over time.

Getting your affairs in order during a divorce is made easier with the help of a Certified Divorce Financial Analyst™ (CDFA™). This certification emphasizes the analyst’s ability to aid you in financial decisions and work with you and your attorney toward a settlement that fully addresses your long-term needs. By utilizing proprietary software and specialized knowledge, CDFA™ professionals can help determine the short- and long-term financial impact of a settlement. They are able to create, analyze and forecast various scenarios to outline a fair settlement that will help protect your interests and potentially keep costs low and reduce the time it takes to work through a divorce.

When working with a CDFA™ professional, it means you are working with an advisor who understands the financial complexities you will experience during a divorce and will empower you to make educated decisions through the process which, in turn, can help save you time and money down the road. They can not only help you with decisions that need to be made for the short term, but also help forecast the long-term effects of the divorce settlement, including details of tax liabilities and benefits. Don’t forget, CDFA™ professionals are financial advisors too. With the training, knowledge and experience as a financial advisor, they can help you make the most of the divorce settlement by reassessing your investments and financial plan to ensure it’s aligned with your short- and long-term goals.

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being Certified Financial Planner® (CFP®) certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner® one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP® Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP® Board every two years.

Certified Financial Planner® professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.