We offer Independent Advisors the best of both worlds: freedom to run your business your way with the advantages, service and support of a career firm.
Our commitment is to help you grow your business, because when you succeed, we succeed.
We understand that client acquisition and business growth is key to your success. We create and offer opportunities that help your business thrive. We do that by providing flexible, forward-thinking retirement and investment programs tailored to your clients’ unique needs.
We deliver wealth accumulation solutions for advisors and investors, with an emphasis on providing top annuity and open architecture investment platforms for 403(b) and 457(b) plans.
Products and Services
Through our broker dealer, GWN Securities, Inc., ABMM offers advisors a wide spectrum of investment products and services.
- Mutual Funds
- Managed Money/Advisory Services
- Variable Insurance
- Variable Annuities
- Brokerage
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- Retirement Planning
- Estate Planning
- College Funding
- Executive Benefits Packages
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We’ve also partnered with a full-service national brokerage general agent, which allows us to provide our advisors with a network of Annuity, Life, Disability, and Long-Term Care carriers, all available under one umbrella.
We make it easier for you to do your job well by offering a level of service and support that bridges the gap between career and independent firms.
Marketing & Branding
Everything you need.
We understand your business is more than what you do day in and day out. Your business is your identity.
Build your brand, independently or under the ABMM umbrella, with marketing collateral right at your fingertips.
We’ll help you create a brand and identity that fits your needs and drives your success. We’ll work with you to identify what’s important to you, and help you acquire the resources you need.
Retirement planning overview specialization in 403(b) and 457(b) markets, click here.
For more on ABMM’s boutique portfolio management strategy and solutions, click here.
Technology & B/D Services
Sophisticated, yet simple.
GWN provides the critical broker dealer functions you need to thrive in today’s rapidly changing marketplace.
GWN, clearing through Pershing LLC, provides ABMM advisors with access to a wide lineup of products and services, a technology platform that includes an easy-to-use workstation and aggregation tools that pull together client data for wealth reporting, and a portal for viewing commission data.
Workflow processing can be handled electronically and is mirrored on the platform.
With access to the tools you need to meet all regulatory requirements for your business, compliance issues are simplified.
Through GWN Securities, we offer no/low-cost business management tools, contact management systems and proposal software.
Operations
Your behind-the-scenes team.
Retain full autonomy in your business while benefitting from a team that increases your efficiency.
We assist you with all aspects of your business: transitioning your licensing and registration, appointments, and client accounts, new account establishment, concerns and questions with trades and other transactions, commission payouts and general inquiries.
To simplify the onboarding process, we have developed an on-line educational system, which provides instructional support, administration and communication for you as you move through and beyond the transition process.
ABMM simplifies doing business with multiple companies and products, and setting up your advisory business across these different entities.
