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Employees and staff of Advisers USA affiliates are skilled professionals who have been properly licensed and appointed with relevant regulatory bodies and are authorized to perform the functions and duties permitted by the level of licensure held. Each is also required to complete extensive continuing education in order to maintain their professional standing.

We are proud to be affiliated with the leading organizations in the financial planning profession, including the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Tax Professionals (NATP). These groups all have one thing in common - they subscribe to the highest standards of professional excellence and integrity.

We have a combined forty years of financial services experience. We know what we are doing and we do it better together.