Advisor 123
Financial ServicesView the employees at
Advisor 123-
Andrew VanDerSchaaf, CPA Co-Founder / Head of Business Development at Advisor 123 & Head of Client Strategy at Aspire Wealth
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Grand Rapids, Michigan, United States
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Rising Star
Derek Prusa, CFA, CFP® Co-Founder and Head of Investment Strategies at Advisor 123 Co-Founder and Owner at Aspire Wealth Advisory-
Grand Rapids
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Rising Star
Brian Platte Entrepreneur-
Grand Rapids, Michigan, United States
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Rising Star
Benjamin Webster, CFP® Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory-
Grand Rapids, Michigan, United States
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Rising Star
Overview
It's no secret that the investment industry is being commoditized by robo services and fee compression. This presents a new set of challenges for advisors who are looking to deliver quality advice and extend their footprint. As you grow and scale, it becomes more and more difficult to give clients the care and service they deserve in helping them track and meet their goals. As an advisor, how do you position yourself ahead of this evolving industry landscape and continue to drive value for your clients, all the while keeping costs reasonable? That is why we created Advisor 123 - to help you take charge of your future. With a team of experienced investment professionals, we understand what it takes to run your practice. By utilizing a flat-fee structure, we help you scale your business in the most affordable, cost-effective way possible. As your practice grows, our costs stay the same, meaning you can scale more efficiently and devote more time to providing the experience your clients deserve at a much more cost-effective manner.
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