The Approach
I believe Wall Street is focused on products and scale, thereby underserving the needs of investors. At Aja Financial, I differentiate from the rest by providing customized solutions along with high touch personal relationships. That is why I will NEVER use Turnkey Asset Management Programs (TAMPs) and outsource the investment selection for my clients’ accounts to a firm, so-called Robo-Advisor, or computer-model. Anytime I am recommending an investment I have personally vetted it against my selection criteria. After all my clients aren't just investors they’re people; friends, partners, and acquaintances I look forward to running into as I am out and about in Opelika, Auburn, surrounding areas, and on my travels for the Navy Reserves.