Since its founding in 2006, AAM has established itself as a respected financial institution in the Northeast Ohio region.
As a company, we are wholeheartedly committed to serving our clients by providing them with thoroughly researched and trusted advice. We desire to empower people to build, protect, preserve, and transfer wealth wisely by making financial decisions which are consistent with their personal values.
Trust, commitment, and a heart to serve are the embodiment of AAM.
Brian is the founder of AAM and has more than ten years of experience in the financial services industry. Brian's passion is to enable and empower people to invest with conviction and to plan with intentionality and purpose. He holds an MBA and a bachelor's degree in finance from John Carroll University in Cleveland, Ohio, as well as four securities licenses and one insurance license with the state of Ohio. He and his wife, Jennifer, are happily married and reside in Rocky River, Ohio. Brian and Jennifer celebrated the arrival of their firstborn daughter, Carolyn Ann, in September, 2014.
AAM Provides an Array of Financial Services
Stewardship, generosity, and values-based financial planning
By promoting stewardship, generosity, and values-based financial planning, AAM upholds its pursuit to honor God with our business. Grounded by these convictions, we treasure every opportunity to employ AAM’s proven services for clients from all walks of life, while actively seeking to help people honor God, honor their families, and bless others with their wealth.