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Welcome to the American Investment Planners LLC website.

Why do some investors choose a small, boutique advisory firm? Most likely they value the close relationships, personalized service and customized portfolios. They also want to entrust their life savings to financial professionals who understand their needs.

Then why do others prefer large financial institutions? Perhaps they feel that only a big company can provide vast resources and expertise under one roof.

But what if you can have both?

As one of the country's leading independent financial planning firms, American Investment Planners LLC offers generations of families the individual attention they want, along with the wide range of investment products and services they need.

We have accomplished this by partnering with respected accounting, tax and legal professionals, enabling you to benefit from a comprehensive range of services while receiving the personal relationships that are the cornerstone of our firm.

Did you know?

American Investment Planners is one of the largest and most respected independent financial planning firms in the country, successfully managing hundreds of millions of dollars in assets annually.
American Investment Planners has clients all over the country who continue to refer us to family and friends.
American Investment Planners works with generations of families, allowing for the preservation of assets and a legacy to pass on.

Visit our offices in Jericho, San Antonio and Boca Raton: