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Ranked Top 100 in FA Magazine’s 2026 RIA Survey and Ranking

Awarded in July 2026 and is based on assets under management from January 1, 2025 – December 31, 2025

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Why Choose ACM Wealth?

Financial Planning and Monitoring

We help families grow, preserve, and distribute their wealth on their own terms. Our complete wealth services start with a disciplined approach and an experienced process of helping our clients assess and monitor their current and future assets and spending. This is followed by a fluid financial game plan that is reviewed annually. Learn More

Investment Portfolios Unique to Your Needs

Investment selection and management require experience, specific skills, and time. Our in-house investment team will review your goals and existing holdings and restrictions before building a portfolio of individual securities specifically for you. Learn More

Nationally Recognized Investment Team

Our investment team is comprised of experienced professionals formerly from academia, the Federal Reserve and Wall Street. We look to exploit our economic expertise before designing individually crafted portfolios for our clients. Learn More

A Collaborative Wealth Planning Team

Our in-house Financial Planning Committee plays a crucial role in ensuring we deliver on our promise to offer the highest level of investment and wealth management guidance and support to help you achieve your financial goals and peace of mind. Our team also holds our wealth advisors accountable to a set of financial planning processes and disciplines that put your needs first. Learn More

Expertise in Women’s Wealth issues

Are you poised to support your family, ensure a comfortable retirement, and create financial independence where you rely on only yourself? Our specialists have been where you are and can empower you to create a financially secure and emotionally fulfilled life. Learn More

Highest Level of Client Communications

We are committed to providing valuable information to empower your financial decisions. We offer regular commentary with insight into current market conditions and trends. Learn More

The Expertise You Need
to Grow, Preserve and
Distribute Your Wealth

Even the best investment portfolios need a growth strategy and someone watching over to ensure they help you reach your financial goals. Learn how you can tap into our nationally recognized investment experts to guide you on how to make your money work for you. 

Wealth and Investment Updates

19OctIllustration of Social Security retirement benefits and the 2027 cost-of-living adjustment, showing an older couple reviewing their finances.
Wealth Planning
2027 Social Security Cost of Living Adjustment
The Social Security Administration announced last week that more than 70 million Americans will see a 3.6% Cost of Living Adjustment (COLA) to their...
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19OctIllustration of rising inflation, featuring the Federal Reserve, an upward price chart, oil prices, consumer goods, and global trade.
Markets and Investing
Why Is Inflation Stubbornly High?
Pressure is mounting on the Fed to hike interest rates to bring inflation back towards its 2% target. There’s a debate whether inflation might...
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12OctIllustration of global trade and supply chains featuring a connected globe, cargo ship, airplane, and freight truck, representing economic uncertainty and business complexity.
Markets and Investing
Peak Uncertainty
An ongoing war, fuel prices at record levels (I saw diesel at $9.19/gallon yesterday), fear of AI eating everybody’s lunch, a u-turn on...
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Complimentary Financial Assessment.

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How We Help

Your financial issues are unique – and you deserve more than a one-size-fits-all approach to help you reach your financial goals. Take a look at how customized portfolios and a personalized financial plan can help you solve your financial challenges.

*These examples do not reflect any gains made from an actual client and are for illustrative purposes only. 
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Concentrated Positions

ACM Solution
William and Jennifer have company stocks which have become a dangerously large percentage of their...

Creating Income

ACM Solution
Ashley needs growing income from her portfolio in order to maintain her purchasing power in...

Customized Efficient Portfolios

ACM Solution
Because of John’s profession he doesn’t need any additional exposure to the real estate...

A Nationally Recognized
Investment Team, Featured In:

Videos, News and Announcements

Dr. Chuck Lieberman of Advisors Capital Management discusses Federal Reserve interest rates, AI debt concerns, and inflation on Yahoo Finance.
Chuck Lieberman on Yahoo Finance: Fed Rate Outlook, AI Debt, and Inflation
Dr. JoAnne Feeney, Portfolio Manager and Partner at Advisors Capital Management, discusses inflation, AI growth, and consumer spending on Bloomberg.
JoAnne Feeney on Bloomberg: Inflation, AI Growth, and Consumer Spending
Dr. Charles Lieberman, Co-Founder and CIO of Advisors Capital Management, discusses AI stocks, bank earnings, and interest rate risks on Bloomberg.
Chuck Lieberman on Bloomberg: AI Stocks, Bank Earnings, and Interest Rate Risks
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Podcasts

Live Plan Invest Podcast Episode 44 graphic featuring green microphone icon and podcast title branding.
Live Plan Invest – Episode 44 – AI Trends, Tariff Uncertainty, and Key Year-end Strategies
Live Plan Invest – Episode 43 – Inside ACM’s Quarterly Market Outlook and Financial Planning Tips
Live Plan Invest – Episode 42 – Why Hire an Advisor? + Alt Investments & Benchmarking
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Our Wealth and Investment Teams

In Alphabetical order

View the Full ACM Team

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