We Are Ares Financial

Statistics, metrics, percentages. Despite common perception, these are not the only factors a financial advisor should care about. Ares Financial Consulting’s holistic approach to financial management focuses on more than just numbers.

Ares Financial Consulting is an independent Registered Investment Advisor (RIA) delivering customized strategic solutions for individuals and families, businesses, business owners and young professionals based on their needs and goals.

Whom you choose to manage your investments or corporate benefits is a big deal. We get that. It’s a responsibility we don’t take lightly. We make sure everything we do honors the trust you place in us – from our commitment to planning, to the way we engage with you. For us honesty, transparency and integrity are givens. You can and should expect more from your financial advisor.

Our value to our clients goes far beyond the tools we use and the plans we develop. We invest in you and look for ways to help you beyond your financial needs. We are not just financial planners, we are your life and business partner, consulting with you outside the scope of your account. We evaluate trends and prepare for what’s to come while maintaining a focus on the big picture.

Advising you beyond the dollars. It just makes sense.

The Ares Advantage

Autonomy

You Are Our Only Stakeholder

We are an independent RIA firm. In simple terms, we operate with no strings attached. We don’t have to use certain products or meet profitability benchmarks. Working with us, you can expect unbiased financial advice based on your needs, not the needs of a large brokerage firm or bank. As an independent firm, we can tailor your portfolio to meet your unique goals. We have the freedom to make decisions that are in your best interests.

Alliance

At Your Side In Life And Business

Family CFO. Trusted advisor. Life coach. You’ve probably heard all of these descriptions for a financial consultant. No matter what term is used, it comes down to being more than your advisor. We’re your partner in life and in business. Investment returns are only part of the story. We exhibit responsiveness, the ability to listen, willingness to educate and the understanding that the best approach to client service is to advise beyond the dollars.

All-Inclusive

One-Stop Shop For Financial, Insurance & Tax Consulting

Wish your advisor could do more? We can. Beyond financial services, we provide convenient access to comprehensive insurance* solutions and tax planning. We can connect our clients with our sister company, Ares Insurance, which works with individuals and businesses on insurance coverage. You aren’t obligated to work with Ares Insurance, but it’s available for those who want a one-stop-shop. We can also assist with tax advice**, which can be a very important part of your overall financial strategy.

Access

Leveraging Our Network For You

You never know when someone you meet will greatly impact your personal or professional life. Making connections for our clients is one of our value adds, and we really enjoy doing it. Through our professional network we help make introductions to our clients in need of different service providers, business collaborators or job referrals.

*Employees and Investment Advisor Representatives (IARs) may be licensed to sell insurance and be approved to do so as an Outside Business Activity (OBA). AresFC is not an insurance agency/brokerage nor does it receive any commission/fees for
insurance based activities.

**Tax Advice given only by reps who are licensed CPAs.

Whether you are just starting to think about organizing your financial life, ready to take the next steps, or want to evaluate your current financial plan, we’re here to help.