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About

About Us

Amid an ever-changing investment landscape, we believe investors will want to work with and confide in professionals who will consistently help guide them through the intricacies of investing and financial planning. It is our mantra of core values that we believe our clients will want to see as part of a firm that they will work with for life.

We Are Committed To…

01.

Placing your interests first — at all times

02.

Providing an unparalleled level of service

03.

Creating a long-term trusted relationship

04.

Helping you work towards your unique financial goals

Company Core Values

Our Founding Principals

At The A.I.D. Group, we recognize the significant duty we owe to our clients. Early on in the design of our firm, we developed core values that drive who we want to be in caring for our clients.

No Minimum

Whether you consider yourself to be wealthy or not, A.I.D. has made it a company core value to provide financial guidance to those that want it and need it.

UP-FRONT FEE DISCLOSURE

Structured in a way that works best for our clients, we make our fees and commissions clear at the start of the client-advisor relationship.

Highly Credentialed Advisors

Every advisor that works with A.I.D. must be highly credentialed and hold at least one advanced designation in financial services. Currently our team of advisors represents such designations as CPA, CFP®, ChFC, CLU, CRPS and MBA.

A COMMITMENT TO GIVING BACK

The A.I.D. Group, our advisors and staff spend countless hours volunteering their time and contributing financially to the philanthropic world. Members of our team sit on various 501(c)(3) Boards of Directors and our employees are encouraged to volunteer their time, even during work hours, without any reduction in their pay.
“Since financial services companies continue to come and go, I wanted to build a firm whose core values would allow us to stay.”

Marc Lowell
President And Founder

Get In Touch

2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com

© 2023 A.I.D. Wealth Management, All rights reserved.

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.

Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.

The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.

Check the background of our investment professionals on FINRA's BrokerCheck

Business Continuity Planning Summary & Disclosure

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.