Money Managers

At Money Managers, Inc., we are a team of trusted professionals dedicated to helping individuals and businesses achieve their financial goals. Our team is comprised of experts in their respective fields, with a deep understanding of tax laws and regulations, particularly those that pertain to high-net-worth individuals, retirees, and business owners. With years of experience, we have built a reputation for providing personalized financial services that cater to the unique needs of our clients.

Our Services

At Money Managers, Inc., we offer a range of services designed to help individuals and businesses achieve their financial goals. Our services include:

401(k) Consulting Services: We work closely with each new client to make sure we understand their financial goals, needs and risk tolerance. We provide expert guidance to help you maximize your 401(k) plan.

Business Strategic Planning: Today's business owners face a multitude of financial challenges, from cash flow to tax planning, benefits, and your own retirement. Our experts will work with you to develop a personalized business plan that addresses your unique needs.

College Fund Planning: Whether you're planning for your own education expenses or helping a family member or friend, our experts will work with you to develop a customized plan that meets your financial needs.

Dental and Vision Insurance: We understand the importance of prioritizing your health and well-being. Our team can help you navigate the complexities of dental and vision insurance plans to ensure you receive the coverage you need.

Fee-Based Investment Management: We believe that every individual should have a personalized investment strategy that aligns with their risk tolerance and financial goals. Our fee-based investment management services offer a transparency and accountability that ensures you receive the best value for your investment.

Financial / Retirement Planning Services: Many financial advisory firms purport to offer planning services, but very few do it well. We are one of those few. Our experts will work with you to develop a comprehensive financial plan that addresses your unique needs and goals.

Health Insurance plans: We are committed to helping you navigate the complexities of health insurance plans to ensure you receive the coverage you need.

Insurance Planning Services: Whether you're planning for long-term care, disability, or life insurance, our experts will work with you to develop a personalized insurance plan that meets your unique needs.

Risk Assessment: We believe that every individual should have a personalized risk assessment that aligns with their financial goals and risk tolerance. Our experts will work with you to develop a comprehensive risk assessment that ensures your portfolio aligns with your investment goals and expectations.

Tax Services: Our team has a deep understanding of tax laws and regulations, particularly those that pertain to high-net-worth individuals, retirees, and business owners. We provide expert guidance to help you navigate the complexities of taxation.

Business Planning: Starting your own business and wondering if you can handle the bookkeeping yourself? You can! But in many cases, it's helpful to have outside help. Our experts will work with you to develop a personalized business plan that addresses your unique needs.

Investment Management Services: Our investment management services are designed to help individuals and businesses achieve their financial goals. We believe that every individual should have a personalized investment strategy that aligns with their risk tolerance and financial goals.

Our Team

At Money Managers, Inc., we are proud to have a team of trusted professionals who are dedicated to helping individuals and businesses achieve their financial goals. Our team includes:

• Marc Aarons, President & Founder
• Sam Aarons, CPA
• Max Abrams, MBA, Msc.d
• Sarah Anderson, Office Manager
• Paul Parotti, CFP
• Fredrik Whitley, Wealth Manager

Community Involvement

At Money Managers, Inc., we are committed to giving back to our community. We believe that by working together, we can make a positive impact on the lives of those around us.

Career Opportunities

If you're looking for a career that is rewarding and fulfilling, we invite you to join our team of dedicated professionals. We offer a range of career opportunities that cater to your unique skills and talents.