Sponsors


Sponsorship opportunities and registration available.

For more information, please contact Joanne Warren at joanne@acplanners.org
Platinum Sponsors
Asset-Dedication-Logo---Black-Text.jpg Asset Dedication
220 Montgomery St.

Suite 865
San Francisco, CA 94104
866.535.0897
www.assetdedication.com

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model, utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to reduce or eliminate operational headaches such as trading, automated tax loss harvesting, etc. Our goal is to help advisors scale their business and free up more time for servicing clients—and living their own livesand less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.


BW_Green.jpg Bert Whitehead, J.D., M.B.A.
248.766.0034
www.bertwhitehead.com


Bert Whitehead
is a pioneer in the fee-only financial planning industry. His behaviorally-based financial theories are the foundation of the ACP System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice, Cambridge Connection, Inc., which he started in 1972. Bert's Bookstore lists popular marketing and client material he's developed, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.


LLIS.jpg LLiS
2907 W. Bay to Bay Blvd.
Suite 102

Tampa, FL 33629
877.254.4429
www.llis.com

LLiS provides fee-only financial planners and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly-rated companies. We find the right insurance solution based on a client’s needs and their financial planner’s recommendations. Since introducing ALLiS, a robust advisor and client relationship management system, LLIS continues to be a trusted resource and the advisor’s insurance advisor®.


Logo_JPG.jpg Longbridge Financial, LLC
400 N. Sam Houston Pkwy E. Suite 302
Houston, TX 77060
281.272.6299
www.longbridge-financial.com/advisors

Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help clients by providing options to improve flexibility, tax efficiency, and cash flow—while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.

For more information, please call us today at 855-246-1765 or contact advisors@longbridge-financial.com to join our Advisor Network. We will help you take advantage of the many benefits this exclusive membership offers, including special discounts for your clients and educational opportunities for you.


MAGA Ltd. / Murray A. Gordon & Assoc.
2801 Lakeside Drive, 3rd Floor
Bannockburn, IL 60015
800.533.6242
www.magaltc.com

Our mission at Murray A. Gordon & Assoc. (MAGA Ltd.) for 45 years has been to work hard to make Long Term Care planning easy. MAGA’s 3 principals provide over 100 years of LTCI expertise, offering a range of thoughtful, cutting-edge LTC planning solutions, including Stand-Alone and Hybrid/Asset-Based Life plans. Our experienced team provides attentive customer service, including policy reviews and hands-on claim support. Our clients have collected tens of millions of dollars in LTCI benefits! We are also committed to LTCI education and offer CFP®-Approved CE programs. MAGA is the nation’s most experienced LTC planning specialist and a long-time ACP sponsor. Licensed nationally. Put our expertise to work for you: call Brian Gordon, Peter Florek, or Murray Gordon at 800-533-6242 or email info@magaltc.com.



Gold Sponsors

AI_logo_teal_blk_rgb.jpg Avantis Investors
360 E. 2nd Street, Floor 5
Los Angeles, CA 90012
833.928.2684
www.avantisinvestors.com

Avantis Investors was created in 2019 as a fully integrated unit of American Century Investments to deliver value added investment solutions based on financial science. Avantis is led by Chief Investment Officer Eduardo Repetto and Chief Operating Officer Patrick Keating, both former executives of Dimensional Fund Advisors, and our team has decades of experience delivering repeatable and effective systematic investment strategies across asset classes and through different market environments.

Our approach is based on an academic framework supported by company valuations. We systematically assess differences in expected returns among companies using market prices and other company financial information. Our framework is supported by theoretical models and corroborated by historical data. We believe that an integrated view of company valuations along with an approach that tackles anomalies that detract from returns helps provide sound portfolios with a common-sense underpinning, leading to strategies that combine the benefits of indexing with the potential for outperformance.

Through American Century Investments' unique ownership structure, 40% of profits in the form of dividends are directed to The Stowers Institute for Medical Research. Since 2000, payments have totaled $1.6 billion. This means investments with Avantis Investors help support research that can improve human health and save lives.


Brandt_Team_Logo_option1.png The Brandt Team at Northpointe Bank
6803 Lake Worth Road, Ste 315
Lake Worth, FL 33467
954.476.8223
www.BrandtHomeFinance.com

The Brandt Team at Northpointe Bank strives to bring value to our clients by offering client-dedicated loan products and outstanding service.   

We specialize in working with self-employed borrowers and retirees. The Brandt Team takes a comprehensive approach to financing, first gathering all the pieces of a buyer’s financial puzzle and then figuring out the best way to put the puzzle together. We are able to review traditional income sources like W2s and tax returns as well as alternative options for determining cash flow such as assets and bank statements.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first-time homebuyers.

As senior loan officers for Northpointe Bank, in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

Some work 9 to 5, we work Start to Finish. For more information call 954-476-8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.


hubly-logo-monochrome.png Hubly
43 W 23rd St, 6th Floor
New York, NY 10010
1.888.329.0267
www.myhubly.com

Hubly is a workflow tool for financial advisors to ensure that nothing falls through the cracks. Our intuitive workflow solution helps you track the processes that let you serve more clients and increase your firm’s efficiency—so you never drop the ball again. Learn more at https://www.myhubly.com/.



Silver Sponsors


AICPA_PFP_-_edited.jpg

Association of International Certified Professional Accountants
220 Leigh Farm Road
Durham, NC 27707
919.402.4500
www.aicpa.org/pfp

The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, retirement, estate, risk management, and investment planning advice to individuals, families, and business owners. 

The Personal Financial Specialist credential distinguishes holders as having demonstrated that they have the subject matter expertise and experience necessary to deliver the highest-quality services in personal financial planning, in addition to the CPA's traditional hallmarks of uncompromising objectivity and integrity and adherence to the AICPA's Code of Professional Conduct.



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Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
www.dimensional.com

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of June 30, 2020, Dimensional and its affiliates manage $514 billion in USD for investors worldwide.


Mortgage Twins

Mortgage Twins / Wintrust Mortgage
3500 American Blvd. W., Suite 450
Bloomington, MN 55431
952.224.2514 and 952.224.1877
www.wintrustmortgage.com

Your National Mortgage Resource lending in all 50 states. Mike & Carl have devoted their energy to providing fee-only planners and their clients with information and options to ensure individual and family mortgage needs are fulfilled. Mike & Carl understand the nature of planner-client relationships and how a mortgage can fit into comprehensive financial and life plans. Mike & Carl work as a team to manage the process from inquiry through approval and closing. Call or email with any questions or scenarios you would like to review.


NewNAPFALogoColor.jpg
National Association of Personal Financial Advisors
8700 W. Bryn Mawr Avenue, Suite 700N
Chicago, IL 60631
847-483-5400
www.napfa.org/

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It's all a part of the mission of NAPFA. The association provides support and education for over 4,000 practitioners all over the country.


SSG_Logo_03_2013.jpg Shareholders Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com

Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). SSG is dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Employees of SSG have an average of over 19 years of experience in serving the needs of independent RIAs. This experience allows SSG to deliver the “SSG Same-Day Promise” which means that service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at: ssginstitutional.com.