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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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