Our Story
AEM was founded on the vision to help those in need during what may very well be the hardest financial situation of their life, divorce. Each of our founding partners has experienced the devastating elements of divorce first hand. We see the destructive impact it has on individuals, families, and society.
We joined together with our core values, experience, and expertise to provide solutions to a very broken system. Our goal is to provide our clients the mental, emotional, and financial stability and success they need and deserve before, during, and long after their divorce.
About Us
The founding partners of AEM bring not only decades of top tier industry and advisory experience, but each have navigated through the destructive elements of divorce successfully.
We are able to both empathize fully with the conditions our clients find themselves in while simultaneously providing the solutions to help them.
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Our Experience and Expertise includes:
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Executive advisory over
$500B+ of AUM
40+ years of divorce private wealth, asset, investment, and real estate management
Advised and testified on behalf of 80+ divorce cases
Accredited CFA®, CFP®, CDFA®, & DRE®