Amid an ever-changing retirement landscape, we believe Americans will want to work with and confide in a firm that will consistently guide them through the intricacies of investing, financial and retirement planning. 

It is our mantra of core values that we believe our clients will want to see as part of a firm that they will work with for life.

We are committed to:

Marc Lowell CLU, CHfC – President and Founder

After graduating from The University of Florida with his degree in Finance, Marc decided to enter the financial services industry, where he quickly began the two-year process of becoming a Chartered Life Underwriter and a Chartered Financial Consultant. His practice focused on full service financial planning, with an emphasis on a clientele that was in need of income and estate tax mitigation strategies along with HNW and UHNW wealth management expertise. In 1990, Marc was asked to help build an upstart independent financial planning firm which by 2003, became one of the original companies that was rolled up and went public as National Financial Partners (NFP), a NYSE traded firm. Soon after, Marc left NFP to form MJ Financial Partners. MJ’s continued growth ultimately allowed them to rebrand as The A.I.D. Group, which currently serves as the parent firm to A.I.D. Wealth Management, Advisors Insurance Design, and The 401(k)ompany. In addition, their growing local and national alliance relationships with law firms, accounting firms, trust companies, employee benefit firms and other financial service firms, has allowed them the privilege of having a seat at the planning table to serve as trusted advisors during the planning and implementation process. Marc sits on numerous charitable and industry specific Boards of Directors, and enjoys spending time speaking publicly to business groups, philanthropic organizations and in high level business development training.