👋AARON STEVEN FELIX

This is where wise financial choices begin. I'm here to help you at every stage, whether you're investing, planning, or safeguarding your future. Together, let's fortify our financial future.

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About

I have worked in the finance industry for more than 6 years, during which time I have continuously produced outstanding results and gained extensive understanding of the field. I have a solid history in financial services, having worked for prominent companies where I developed my skills in asset management, investment advising, and strategic financial planning.

As a seasoned broker and investment advisor, I have created a thorough strategy for assisting customers in navigating the intricacies of the financial markets. My years of expertise managing a variety of client portfolios and maximizing investment possibilities have given me the ability to create individualized, results-driven financial solutions.

With two state licenses and a FINRA certification, I am qualified to handle the complex regulatory environment and offer reliable, data-driven financial advice. My track record demonstrates my dedication to excellence, as I have demonstrated my ability to improve portfolio performance, reduce risk, and provide premium financial solutions that are customized to meet the specific needs of each client.

Our services

Portfolio Management

The foundation of financial success is a well managed portfolio. In order to make sure your investments match your financial objectives and risk tolerance, my approach to portfolio management is focused on diversification, risk assessment, and smart asset allocation. I assist customers in maximizing profits while minimizing risks by closely observing market trends and economic developments, providing you with the assurance that your money is increasing for the right reasons. Whether you're a growth-oriented investor looking for more returns or a conservative investor focused on capital preservation, I create specialized investing strategies that are meant to adjust to market fluctuations while maintaining your long-term goals in mind.

Retirement Planning

To secure long-term financial stability and peace of mind, retirement is a significant life shift that calls for careful planning and well-informed decision-making. I assist clients in navigating the challenges of retirement by taking an individualized, methodical approach and creating plans that are specific to their objectives, desired lifestyle, and income requirements. My strategy combines legacy planning, tax-efficient tactics, and investment management to make sure your money is not only protected but also increases throughout the course of your retirement. A thorough grasp of your financial situation and long-term goals is the first step in creating a well-structured retirement plan. I develop a strategy to offer a steady and consistent income stream while guarding against inflation, market volatility, and longevity risk by analyzing income sources, anticipated costs, and market circumstances.

Tax Efficient Investing

Creating money is simply one aspect of the equation; maintaining more of it is as crucial. By ensuring that your portfolio is set up to reduce tax obligations and increase after-tax profits, tax-efficient investing makes sure that your money is working more effectively for you. I assist customers in lowering needless tax exposure while upholding a growth-oriented, well-diversified investment strategy by putting smart tax planning into practice. Choosing the correct assets is only one aspect of a tax-efficient portfolio. It calls for careful asset allocation across a range of account kinds. I develop methods that strike a balance between growth potential and tax savings by leveraging tax-deferred accounts (401(k)s, IRAs), tax-exempt accounts (Roth IRAs, HSAs), and taxable brokerage accounts. I also use capital gains management, tax-loss harvesting, and optimum withdrawal sequencing to make sure that every financial transaction is as effective as possible.

Testimonials

What My Clients Say

Michael R.

"Aaron has been an invaluable asset in managing my investments. His deep knowledge of market trends and strategic approach to financial planning have significantly improved my portfolio’s performance. He takes the time to explain every decision, ensuring I feel confident in my financial future. I highly recommend Aaron to anyone looking for a trustworthy and experienced advisor

Business Owner
Lisa T.

"Working with Aaron has given me peace of mind when it comes to my finances. His expertise and personalized approach have helped me build a strong financial foundation while preparing for retirement. He is always available to answer questions and provide guidance, making the entire process seamless and stress-free."

Retired Educator

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With me

Schedule an introductory consultation and discuss your financial goals. Submit your inquiry using the form below, and I will personally respond within 24–48 hours to arrange a time that works for you