AAM Financial Planning and Investments, LLC is an independent, fee-only financial advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm was founded by Austin A. Marquis with the mission to help clients simplify their financial lives, make informed financial decisions, and plan for a comfortable future. They provide comprehensive financial planning and discretionary investment management services, operating under a fiduciary standard which legally requires them to act in their clients' best interests. Their approach focuses on a three-step process: Discover, Design, and Deploy, to create and implement personalized financial strategies.

Founded in

United States