Investment Advisor in Austin, TX
"AND I HELP COMPANIES MAKE A DIFFERENCE IN THEIR EMPLOYEES' LIVES THROUGH GROUP BENEFITS."
Adam D’Acierno has been working in group benefits since 2012 and group retirement plans since 2014. He leads the firm’s innovative approach to plan design, investment advisory and participant services for businesses looking to leverage tax incentive while helping themselves and their employees save for retirement. He specializes in helping business owners identify their individual needs that define success and implement strategies to accomplish those goals. Adam is passionate about helping businesses achieve their missions and at the same time, take care of their workforce. With the belief that every business and every need is unique, he approaches each new relationship with the same question, "How can we help?".
Adam is a fan of best practices and adheres to proven processes backed by case precedence upheld in a court of law through the teachings of fiduciary industry expert Fi360. He enjoys constantly learning and continuing his education to further provide expertise to his clients and community. Adam holds his Series 7 and 66 licenses and is also a credentialed Accredited Investment Fiduciary, Qualified 401(k) Plan Administrator, and Chartered Retirement Plans Specialist. He is a member of the Society for Human Resource Management (SHRM) and previously served as President for the WilcoHR chapter which serves businesses and their HR professionals in North Austin, Round Rock, Georgetown and surrounding areas.
Adam is a local Austinite and enjoys spending as much time as he can in the outdoors with his wife and black lab; a team over a decade in the making. He is an avid gardener, hunter, chef and life-long learner.
Strategies customized to your goals
When you select benefits, it's important to have a specialist who's intent on maximizing the value to your business. Business and HR leaders can sleep better and focus on their roles with the help of me and my team. We take your responsibilities as our own.
The strategic benefit choices put the people in the business front and center. I help you do this by navigating the benefits the marketplace with attention to the regulatory landscape. This empowers you to guide strategic decisions with confidence.
In the right context, the company is a powerful vehicle. Through strategic benefits selection it goes beyond a vehicle for employees to serve a marketplace. It also becomes a point of leverage to access benefits products with the advantages of a team.
Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.
Copyright Adam D’Acierno - 2018
600 Congress Avenue / 14th Floor / Austin, TX 78701
Securities and investment advisory offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.
This communication is strictly intended for individuals residing in the states of (TX, AZ, MO, TK<<Chris to update with list of states>>). No offers may be made or accepted from any resident outside the specific state(s) referenced.
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IMPORTANT CONSUMER INFORMATION
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