Our Firm

American Portfolios, Inc. founded in 2001, is a full-service financial services firm committed to helping clients achieve their financial goals. We service clients with offices throughout the United States and internationally. We utilize Pershing LLC, a BNY Mellon company for global clearing services, and the custody of client brokerage accounts. Pershing is a global industry leader with more than $2 trillion in global client assets, and its parent company BNY Mellon has 45 trillion in assets under custody( As of March 31, 2021).

Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company. Our independence enables us to establish working relationships with industry leading 401(k) service providers, money managers, mutual fund companies and insurance providers whose products can be utilized to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients unique needs. My goal as a financial planner is to help you plan for your financial security. Whether your goals involve building wealth through investing, funding a child's education, planning for a comfortable retirement, or protecting your estate, I can help you to develop a roadmap to reach your goals and make wise decisions to help ensure your financial future.