General Info

Advanced Portfolio Design, LLC is an independent Fee-Only financial advisory firm that has provided objective service since 2006. We take our fiduciary responsibility to put our clients' needs first very seriously. We help families find the most efficient and effective pathways for their total family finances. We help families to work on becoming wealthier, plan for goals, avoid unnecessary taxes and create intelligent generational wealth transfer strategies. Our Wealth Planning combines investment management and consolidation, with our Financial Planning process. We map out and manage investment, tax, and retirement withdrawal strategies while looking at insurance, estate, and elder care needs as well