Sponsors

For sponsorship opportunities, please contact jill@acplanners.org 

Platinum Sponsors

Asset-Dedication-Logo---Black-Text.jpg Asset Dedication
220 Montgomery St.
Suite 865
San Fransisco, CA 94104
866.535.0897
www.assetdedication.com

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to help reduce your operational headaches. Our goal is to help advisors scale their business and free up more time for servicing clients – and living their own lives – and less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.

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Bert Whitehead, J.D., M.B.A.
248.766.0034
www.bertwhitehead.com

Bert Whitehead is a pioneer in the fee-only financial planning industry. His behaviorally based financial theories are the foundation of the ACP System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice started in 1972, Cambridge Connection, Inc. The bookstore lists popular marketing and client material developed by Bert, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.

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Care.com HomePay Provided by Breedlove
1501 S. MoPac Expy #340 
Austin, TX 78746
888.273.3356  
www.homepaypartners.com

Care.com® HomePay℠ is the simple solution to domestic employer payroll, tax, insurance and labor law compliance – handling all the federal, state and local employer obligations with guaranteed accuracy and award-winning client service.  We partner with tax, financial, legal and staffing professionals – enabling them to have visibility and control of the client relationship while we take accountability for compliance and support. 

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LLiS
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429
www.llis.com

LLIS provides fee-only financial planners and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly-rated companies. We find the right insurance solution based on a client’s needs and their financial planner’s recommendations. Since introducing ALLiS, a robust advisor and client relationship management system, LLIS continues to be a trusted resource and the advisor’s insurance advisor®.

 
TD Ameritrade

TD Ameritrade Institutional
5010 Wateridge Vista Drive 
San Diego, CA 92121  
910.256.4847
www.tdainstitutional.com

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals. Learn more at tdainstitutional.com or call us at 800-934-6124.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.

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Yourefolio
30400 Detroit Rd #305
Westlake, OH 44145
440.252.4952
www.yourefolio.com

Yourefolio is a simple yet thorough Estate and Legacy planning software for financial planners. The platform is designed by professionals for professionals to provide clients with modern technology for a unique estate planning experience. From prospecting potential clients, engaging conversations, thorough planning including state and federal tax calculations, and creating a plan complete with documents delivered by licensed attorneys, to providing illustrations and a module specifically designed to engage beneficiaries, Yourefolio provides many advantages to a planner's business. No matter what the economic makeup of the client is, Yourefolio is designed for anyone. The intuitive platform recognizes estate deficiencies, such as assets that aren’t titled correctly, and even notifies you if your client passes away. Yourefolio is estate and legacy planning for the 21st century. For more information, visit www.yourefolio.com or email us at info@yourefolio.com.

Gold Sponsors
Logo_JPG.jpg Longbridge Financial, LLC
400 N. Sam Houston Pkwy E. Suite 302
Houston, TX 77060
281.272.6299
www.longbridge-financial.com/advisors

Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help clients by providing options to improve flexibility, tax efficiency, and cash flow—while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.

For more information, please call us today at 855-246-1765 or contact advisors@longbridge-financial.com  to join our Advisor Network. We will help you take advantage of the many benefits this exclusive membership offers, including special discounts for your clients and educational opportunities for you.

Silver Sponsors
AdvicePay_Vertical_CMYK_300dpi.jpg AdvicePay
www.advicepay.com
AdvicePay was founded in 2016 by Alan Moore and Michael Kitces under the belief that there should be a straightforward and accessible way for consumers to get and pay for financial advice. AdvicePay allows advisors to deliver financial planning to clients with a fee-for-service model using billing technology that is compliant, transparent, and intuitive.
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Dimensional Fund Advisors

6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
www.dimensional.com

Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $586 billion for clients worldwide (as of March 31, 2018).
 
Grendel_Logo-sm.png Grendel
888.824.4477
www.grendelonline.com

Grendel Online - the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more.

MAGA

MAGA Ltd.

2610 Lake Cook Road,

Riverwood, IL 60015

800.533.6242
www.magaltc.com


Now marking our 43rd anniversary, MAGA Ltd. is one of the nation's oldest and original long term care broker/specialist. We offer cutting-edge LTC planning solutions, including traditional and asset-based products to protect retirement assets and provide quality choices of care. As an ACP Sponsor for nearly two decades, we will work with you and your clients every step of the way regarding plan design, underwriting criteria, and carrier selection. MAGA will also assist your clients with administrative services such as policy reviews and help with filing of a claim. Take advantage of our 2018 CFP board accepted CE programs. Licensed nationally, we work hard to make long term care planning easy. Put our experienced, award-winning team to work for you! Contact Brian Gordon at Brian@magaltc.com or Peter R. Florek at Peter@magaltc.com.

 
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Markel Investment Advisors
4600 Cox Road
Glen Allen, VA 23060
800.691.1515
www.markelinvestmentadvisors.com

Markel’s investment advisor professional liability insurance offers E&O insurance for RIAs and financial planners. Since 1988, it has established a strong reputation based on its industry expertise, stable premiums, and excellent claims management services. Markel offers policy customization, risk mitigation strategies, and optional cyber liability coverage.

Mortgage Twins

Mortgage Twins / Wintrust Mortgage

3500 American Blvd. W.,

Suite 450

Bloomington, MN 55431

952.224.2514 and 952.224.1877

www.wintrustmortgage.com


Your National Mortgage Resource lending in all 50 states. Mike & Carl have devoted their energy to providing Fee-Only planners and their clients with information and options to ensure individual and family mortgage needs are fulfilled. Mike & Carl understand the nature of planner-client relationships and how a mortgage can fit into comprehensive financial and life-plans. Mike & Carl work as a team to manage the process from inquiry through approval and closing. Call or email with any questions or scenarios you would like to review.

 
UESP_Logo_Horz%20285C.jpg my529
980.352.0103
Fax: 888.529.9197
www.advisor.my529.org

my529 is a nonprofit 529 college savings program with more than $12 billion in assets under management. my529 is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about my529 and its financial advisor-friendly features, visit advisor.my529.org or call 888.529.1886.

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Law Office of Lori J. Neidel
910 E Broadway, Suite 210
Columbia, MO 65201
573.416.8077
www.neidellaw.com

Adviser Compliance Services
910 E Broadway, Suite 209
Columbia, MO 65201
573.416.8076
www.advisercompliancesvcs.com

The Law Office of Lori J. Neidel offers legal and compliance consulting services to registered investment advisers in the areas of regulatory matters and compliance. The firm serves individuals and firms seeking representation and counsel in registration filings, those needing advisory agreements and business succession planning documents, and those requiring representation in regulatory enforcement proceedings.

Lori is also head of Adviser Compliance Services, a compliance consulting firm independent of the law office, which offers outsourced chief compliance officer support to independent registered investment advisers.

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The Brandt Team at Northpointe Bank
6803 Lake Worth Road, Ste 315
Lake Worth, FL 33467
954.476.8223

www.BrandtHomeFinance.com

The Brandt Team is delighted to once again be a part of the ACP Annual Conference. As the protector, custodian, and watchdog of your clients’ financial welfare, it is important that you work with lending professionals who maintain the same attention to detail and customer focus. The Brandt Team at Northpointe Bank strives to bring value to our customers by offering client-dedicated financial products and services. Northpointe Bank has the right infrastructure and people in place to make this commitment a reality. We empower our employees to exceed our customer expectations, delivering convenient innovative technology, and supporting our clients, employees, and the communities we serve.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first time homebuyers. As Senior Loan Officers for Northpointe Bank , in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

When your clients find the right home, go to the Brandt Team for the right loan. For more information call 954-476-8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.

SSG_Logo_03_2013.jpg Shareholders Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com


SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient.