A.E.I. FINANCIAL GROUP

Overview

A.E.I. Financial Group operates as an independent registered investment adviser focused on individual and family clients. The firm functions as a capital allocator, blending advisory work with related business services — it also operates as an insurance broker and provides accounting services. Advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of third‑party advisers and educational seminars and workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges, fixed fees and other structures. The firm does not identify as an active ESG investor. Investment activity is concentrated in equities, with a stated preference for exchange‑traded instruments. As an independent RIA with a small asset base, A.E.I. Financial Group appears to emphasize direct equity exposure and third‑party manager relationships for specialized allocations, while supplementing client solutions with mutual funds and real estate exposures through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices