Sponsors

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For sponsorship opportunities, please contact jill@acplanners.org 

Platinum Sponsors

Asset-Dedication-Logo---Black-Text.jpg Asset Dedication
220 Montgomery St.

Suite 865
San Fransisco, CA 94104
866.535.0897
www.assetdedication.com

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to help reduce your operational headaches. Our goal is to help advisors scale their business and free up more time for servicing clients – and living their own lives – and less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.

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Bert Whitehead, J.D., M.B.A.
248.766.0034
www.bertwhitehead.com

Bert Whitehead is a pioneer in the fee-only financial planning industry. His behaviorally based financial theories are the foundation of the ACP System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice started in 1972, Cambridge Connection, Inc. The bookstore lists popular marketing and client material developed by Bert, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.

LOW-377-logo-Initials-Only-CMYK.jpg LLIS
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429
www.llis.com
LLIS provides fee-only financial planners and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly-rated companies. We find the right insurance solution based on a client’s needs and their financial planner’s recommendations. Since introducing ALLiS, a robust advisor and client relationship management system, LLIS continues to be a trusted resource and the advisor’s insurance advisor®.

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Longbridge Financial, LLC
400 N. Sam Houston Pkwy E. Suite 302
Houston, TX 77060
281.272.6299
www.longbridge-financial.com/advisors

Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help clients by providing options to improve flexibility, tax efficiency, and cash flow—while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.

For more information, please call us today at 855-246-1765 or contact advisors@longbridge-financial.com  to join our Advisor Network. We will help you take advantage of the many benefits this exclusive membership offers, including special discounts for your clients and educational opportunities for you.

 
TD Ameritrade

TD Ameritrade Institutional
5010 Wateridge Vista Drive 
San Diego, CA 92121  
910.256.4847
www.tdainstitutional.com

TD Ameritrade Institutional empowers more than 6,000 independent registered investment advisors to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do what matters most — spend time serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities. 

TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation.

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Timelineapp Tech
Suite 1SC Southgate House
88 Town Square
Basildon
Essex SS14 1 BN
01268.502.454
www.timelineapp.co


Timeline helps financial planners bring a client’s retirement journey to life and answer their big retirement income questions. Timeline transforms extensive, empirical asset class and longevity data into a visually dynamic, easy-to-understand story for clients. Their story.

Gold Sponsors
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Care.com HomePay
Provided by Breedlove

1501 S. MoPac Expy #340 
Austin, TX 78746
888.273.3356  
www.homepaypartners.com

Care.com® HomePay is the simple solution to domestic employer payroll, tax, insurance and labor law compliance – handling all the federal, state and local employer obligations with guaranteed accuracy and award-winning client service.  We partner with tax, financial, legal and staffing professionals – enabling them to have visibility and control of the client relationship while we take accountability for compliance and support.

Silver Sponsors
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Dimensional Fund Advisors

6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
www.dimensional.com

Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $576 billion for clients worldwide (as of March 31, 2019).

 
Grendel_Logo-sm.png Grendel
888.824.4477
www.grendelonline.com

Grendel Online - the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more.

Mortgage Twins

Mortgage Twins / Wintrust Mortgage

3500 American Blvd. W.,

Suite 450

Bloomington, MN 55431

952.224.2514 and 952.224.1877

www.wintrustmortgage.com


Your National Mortgage Resource lending in all 50 states. Mike & Carl have devoted their energy to providing Fee-Only planners and their clients with information and options to ensure individual and family mortgage needs are fulfilled. Mike & Carl understand the nature of planner-client relationships and how a mortgage can fit into comprehensive financial and life-plans. Mike & Carl work as a team to manage the process from inquiry through approval and closing. Call or email with any questions or scenarios you would like to review.

 
UESP_Logo_Horz%20285C.jpg my529
980.352.0103
Fax: 888.529.9197
www.advisor.my529.org

my529 is a nonprofit 529 college savings program with more than $12 billion in assets under management. my529 is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about my529 and its financial advisor-friendly features, visit advisor.my529.org or call 888.529.1886.

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Law Office of Lori J. Neidel
910 E Broadway, Suite 210
Columbia, MO 65201
573.416.8077
www.neidellaw.com

Adviser Compliance Services
910 E Broadway, Suite 209
Columbia, MO 65201
573.416.8076
www.advisercompliancesvcs.com

The Law Office of Lori J. Neidel offers legal and compliance consulting services to registered investment advisers in the areas of regulatory matters and compliance. The firm serves individuals and firms seeking representation and counsel in registration filings, those needing advisory agreements and business succession planning documents, and those requiring representation in regulatory enforcement proceedings.

Lori is also head of Adviser Compliance Services, a compliance consulting firm independent of the law office, which offers outsourced chief compliance officer support to independent registered investment advisers.

ROL-Advisor-Logo.png ROL Advisor

262-241-8745
http://www.roladvisor.com/

Both Mitch Anthony and Steve Sanduski realized that in order to thrive in the future, financial advisors needed to shift from a Return on Investment focus to a RETURN ON LIFE focus. All the communication processes, from Discovery to Reviews, had to place the life of the client at the center of the conversation and provide immeasurable value that would not be questioned.

The company they founded, ROL Advisor, connects Mitch’s pioneering work in financial life planning with Steve’s work in advisor coaching and practice management, with the big goal to Transform the Way the World Plans™.

Steve and Mitch know that the best way to help people make smarter decisions with their lives and their money is with the help of a competent and caring financial advisor. They launched ROL Advisor to create tools, training, and community that equip financial advisors to deliver Life-Centered Planning.

Through Life-Centered Planning, your clients will engage in an ongoing process of discovery and follow-through that helps them identify, plan for, and live the best life possible with the money they have. Our tools and processes will help you leverage your most valuable asset as an advisor – your humanness – to create clients for life and grow your business.

SSG_Logo_03_2013.jpg Shareholders Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com


SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient.