AERIE Preferred Financial was founded by a financial advisor with a Ph.D. in Human Development and Family Studies offering a unique and valuable perspective that differentiates us in the wealth management industry. Our services draw on combined deep financial expertise with a comprehensive understanding of human behavior, family dynamics, and life-stage transitions.

Let's get started!  You choose - Investing, Planning, or Both ~  How would YOU like to begin?  That's where we start, where you are and in the way that feels right for you. While developing your customized financial program, we will walk you through a step-by-step wealth planning process that can help you feel confident in your financial goals and decisions. A comprehensive financial partnership awaits!

As part of our Total Care Process, focused on the bigger picture, not just your portfolio, we can tailor appropriate strategies to suit your vision and objectives. We will guide you, as your financial coach, in navigating the path to success, however you define that, sharing our experience and expertise along the way.  We can help you execute a sound financial program utilizing customized strategies and services:

• Investments & Wealth Management
• Holistic Financial Planning
• Long Term Care and Insurance
• Retirement & Tax Planning Strategies 
• Estate and Legacy Planning ~ Wealth Transfer
  
• Charitable Giving 

By embracing the ongoing digital transformation that is our world, our services are accessible to help you in the ways you want and need, whether in person, virtually, via online portal, or a combination of all of these.

Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.