Fiduciary Wealth Management
Your wealth deserves
better
Licensed fiduciary advisors who know your name, understand your goals, and use every tool available to protect and grow what you've built.
The Problem
You deserve more than quarterly calls and generic advice
Most advisors are stretched thin — serving too many clients with the same template plans. You get a meeting every 90 days, a PDF that collects dust, and the nagging feeling that nobody is really watching your portfolio in between.
Your financial life is too important for that kind of attention.
Our Approach
Experienced advisors with better tools
We built Aion CI differently. Fewer clients per advisor. Deeper relationships. Better technology behind the scenes so we can focus on what actually matters — you.
- Your portfolio monitored around the clock, not just quarterly
- Every recommendation backed by data and reviewed by your advisor
- Transparent methodology — we show our work, always
- Your data stays private, encrypted, and under your control
Services
Find your path
Four tiers of service designed for where you are today and where you're heading. Every tier includes comprehensive analysis and a dedicated human advisor.
Ignite
Getting started
Comprehensive financial planning, budgeting, and investment guidance with quarterly advisor check-ins.
Young professionals building their first real wealth
Ascend
Growing wealth
Active portfolio management, tax strategy, and comprehensive financial planning for growing assets.
Established earners ready for hands-on wealth management
Architect
Business owners
Exit planning, business valuation, and integrated wealth management for entrepreneurs.
Business owners preparing for their next chapter
Legacy
Multi-generational
Concierge wealth management, estate planning, tax optimization, and family governance.
High-net-worth families building lasting legacies
Your Experience
What working with us looks like
From your first conversation to lifelong financial confidence — here's what you can expect.
Discover
A conversation, not a sales pitch
A 30-minute call where we listen. Your goals, your concerns, your financial life — we learn what matters to you and whether we can genuinely help.
Assess
Your complete financial picture
Upload documents or connect your accounts. Within days, we build a comprehensive view of your finances — income, investments, insurance, taxes, estate, everything.
Plan
Personalized strategy, not a template
Your advisor reviews the analysis, adds context and judgment, and builds a plan designed specifically for your life. Not a PDF that collects dust — a living plan that adapts.
Act
We do the work together
Portfolio construction, tax optimization, insurance gaps, estate coordination — your advisor handles the complexity so you can focus on your life.
Evolve
Your plan grows with you
Life changes. Markets shift. Your plan adapts. Continuous monitoring, proactive updates, and your advisor available when it matters most — not just at quarterly reviews.
Free. No obligation. 30 minutes.
Free Assessment
How healthy is your financial life?
Take the Aion Score — a free 3-minute assessment that measures 8 dimensions of your financial health. Get a personalized score and actionable recommendations, instantly.
- • 10 questions, ~3 minutes
- • Scored privately in your browser
- • Free, no obligation
Good — Room to grow
Example score for illustration
FAQ
Common questions
Licensed, credentialed human advisors — always. Our team holds Series 7, 63, and 66 licenses, CEPA certification, and advanced degrees in financial planning. Every recommendation, trade, and strategy is reviewed and approved by your advisor. We use advanced technology to monitor, analyze, and surface insights — but a human fiduciary always makes the final call.
Our Ignite tier starts at $49/month for emerging wealth builders. Our Ascend, Architect, and Legacy tiers use a percentage-of-assets-under-management model, which is the industry standard for comprehensive wealth management. Exact fee schedules are discussed during your discovery call and detailed in our Form ADV filing. We believe in radical transparency — you'll always know what you're paying and why.
Most advisors are stretched across 150+ clients. We intentionally keep our client-to-advisor ratio lower, which means more time with you and deeper understanding of your situation. We also invest heavily in technology that lets us monitor portfolios continuously, catch opportunities faster, and deliver more thorough analysis — so the time we spend together is focused on advice, not data entry.
Our team holds Series 7, 63, and 66 licenses, CEPA (Certified Exit Planning Advisor) certification, Series 9/10 supervisory licenses, and a Master's degree in Financial Planning. We also hold life, health, and variable annuity insurance licenses. We're a registered investment advisor operating under a fiduciary standard — legally required to act in your best interest.
Absolutely. All data is encrypted at rest and in transit. We never sell or share your personal information. Our Aion Score assessment is scored entirely in your browser — no personal financial data is sent to our servers during the assessment. For Second Opinion requests, uploaded documents are stored with bank-level encryption and only accessible by your assigned advisor.
A 30-minute conversation where we learn about your situation, goals, and concerns. There's no sales pitch — it's an honest evaluation of whether we're the right fit for each other. You'll get clarity on which service tier matches your needs and what working with us would look like. Zero obligation, zero pressure.
Three options: Book a free discovery call to speak with an advisor directly. Take the Aion Score to get a free financial health assessment first. Or request a Second Opinion on your current portfolio. All three are obligation-free ways to explore whether Aion CI is right for you.
Ready to see what's possible?
A 30-minute conversation. No sales pitch, no obligation — just an honest look at whether we're the right fit.
Book a Discovery Call