Welcome to Exclusive Advisors LLC
No cartoons. No talking babies. No imaginary green lines.
With Exclusive AdvisorsSM, if you’re an accredited investor* and are looking for the information, advice and alternatives to help shape your financial future, you’ve come to the right place.
Abundant intellectual capital is one of our greatest strengths. Because we have a deep level of expertise, experience and resources, our financial planners receive a consistent, high quality functional support that enables them- and ultimately you – to receive the best thinking our firm has to offer.
Some needs are solved with financial products. Objectivity is key to our process. Our open architecture platform gives our financial planners a “best of breed” approach in allowing access to a wide variety of traditional and non-traditional investment and insurance solutions. Whether it’s insurance, private money managers, mutual fund managers, exchange traded funds, individual stocks, bonds, TIPS, public and private REITs, managed futures, hedge funds, 1031 replacement properties, or fixed and variable annuities, we can help you with the proper use and application to meet your financial goals.
As a company, we believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and we’ll never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on experience, continuing education and training; and communication that builds understanding and trust – these are the key qualities of “Exclusive Advice. Uncommon Results”. And these are the commitments we make to each of our clients.
So if you’d like to create, preserve and protect your wealth, the partner of choice is clear: Exclusive AdvisorsSM.
* To be an accredited investor, an individual will need either an annual income in excess of $200,000, or joint annual income with spouse in excess of $300,000, OR an Individual net worth (the fair market value of total assets, but excluding the value of their principal residence, minus total liabilities), or joint net worth with spouse, in excess of $1,000,000.