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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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September 15, 2014 Millionaire Fact of the Day


Fact of the day


Nearly 1/3 of Millionaires consider themselves to be Event-Driven advisors.  Which means they only use an advisor for specialized needs.  An event can be retirement, divorce, kids going to college.  Twenty-nine percent identify themselves as Advisor-Assisted, just over 1/4th are Self-Directed.