AiiM Financial

AiiM Financial is a personal financial advisory firm dedicated to helping you protect your assets and retire comfortably.

The process begins with 

  • Understanding your unique situation
  • Developing personal financial goals 
  • Providing financial education
  • Designing a custom plan
  • And putting that plan into action. 


We deliver easy-to-understand advice to help you stay committed to your plan.  Our advisors are regular people, providing sound advice developed through many years of practice. 

With over 70 years of combined experience, Joe, David, Andreas & Jonathon formed AiiM Financial in 2022.