ADVANCED INSURANCE SOLUTIONS FOR ADVISORS OF HIGH-NET-WORTH CLIENTS
A FOCUS ON PROVIDING UNBIASED ANSWERS FOR PROFESSIONAL ADVISORS
Our sole focus at AdvisorServe is providing a trusted, confidential resource for Professional Advisors who need objective, sophisticated answers about insurance for their clients.
A comprehensive wealth strategy includes insurance solutions, but most fee-only advisors aren't able to keep up with all the insurance strategies available. We work with you to offer solutions that fit your plans, so you can objectively meet your clients’ goals.
WHO WE ARE
AdvisorServe is a national firm of credentialed insuranceprofessionals specializing in providing insurance advice and solutions for advisors of wealthy families and successful entrepreneurs.
We have a long history of successful collaborative work with some of the nation’s finest investment managers, estate planning attorneys, accountants, family office managers, and trust officers.
JDⓇ | CLUⓇ | ChFCⓇ | RICPⓇ | CLTCⓇ
CFPⓇ | LTCP | CLTCⓇ
CO-FOUNDER | CEO
AdvisorServe maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.
GLOBAL RESOURCES DELIVERED WITH CONCIERGE-LEVEL SERVICE
NAPFA, Snappy Kraken and Kingdom Advisors is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. By clicking these hyperlinks they will take you to other web sites operated by third parties. Please note that we do not guarantee the accuracy or completeness of any information presented on these sites.