Andrew Almeida, CFP®, CFA® Almeida Investment Management

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About Andrew Almeida, CFP®, CFA®

I decided to start AIM with the desire to create an open atmosphere where individuals can be informed and engaged in their financial lives. There is no question too small when it comes to someone’s finances and I believe it is necessary to make myself fully available to all my clients. Having worked with over 600 families and more than $1Billion in assets, the most important thing I learned is that each client engagement is unique. By starting AIM, I intend to create a corporate culture that removes the word “corporate” and focuses on community.

Transparency is my number one principle. After 10 years in financial services, I have seen occasions where corporate profits supersede client service. It is unthinkable that there are corporations and politicians who are fighting against rules that require investment professionals to put a client’s interest first. As a fiduciary, AIM will always be held to the highest standard of duty. We will maintain a strong commitment to being a fee-only advisor that puts people before products. As a private company, we are only responsible to our clients, not to shareholder value.

AIM maintains a strong commitment to financial education for adults and our youth. Financial literacy is one of the most important tools that we use throughout our lives and yet, it is the most underserved subject matter in schools today. We must help educate our children to become financially savvy individuals and at the very least, how to ask the right questions regarding financial transactions.

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Ideal Clients

  • Business Owners
  • Established Professionals
  • Gen X
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • AUM: 1%

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