Why Us?

American Portfolios is an independant financial planning and investment management firm. 

Think of us as financial coaches.  We see the bigger picture and know the best practices.  We help you understand and consider all your options relative to your goals.  We will then help you creatively and strategically make decisions that will enable you to open the door to your financial future in a way that aligns with your personal values and commitments. 

When you hire American Portfolios, you hire a group of individuals with broad credentials and market experience who can business owners, individuals and retirement plan participants achieve successful retirement outcomes.

Benefits of a Relationship with American Portfolios

  • Reduced anxiety because you have a plan and strategies
  • Best Practices
  • Education and financial planning services provided by an independent financial coach