Our Mission and Values
Our mission is to help independent advisors build the practices of their dreams. To know the heart of a company, look at their values. Our values align and motivate us. They are the foundation of interactions with our advisors, our partners, and each other.
Our Values in Action
At Affiliated Advisors, we believe that when values align, magic happens.
And we are thrilled that our partner advisors often share the same ideals that our firm upholds. This series begins with our first value: Curiosity.
Success starts with curiosity, as shown by Jeannie Jackson's pursuit of her Certified Private Wealth Advisor designation with Osaic. Her dedication to lifelong learning and improving her skills for her clients shows that when we ask the right questions, we get better answers. By embracing curiosity, we provide the highest level of service and expertise.
Aaron Schindler’s decision to take Spanish classes at Instituto Cervantes, a global center for Spanish language and culture, shows how curiosity can lead to growth and success.
Through our partnership and his commitment outside of work, Aaron is improving his personal and professional skills. His dedication proves that curiosity leads to meaningful growth. ¡Vamos, Aaron!
We believe everyone can be creative. At Affiliated Advisors, we challenge ourselves to think in new ways and prioritize putting our imaginations to work.
Tyler Armstrong and his colleague Alan Johnson show us how creativity can be a way of life. They’ve turned their love for woodworking into a successful business, making handcrafted pieces that are shipped worldwide and serve as perfect client gifts.
Check out their work: www.tahardwoods.com.
We believe empathy helps us understand and share the feelings of others, creating deep connections with those we serve.
Ron Balog lives by this value in everything he does. Whether coaching football or offering financial guidance, Ron understands the importance of empathy.
By anticipating what makes others happy, Ron supports both his players and clients in achieving success.
Empathy is at the heart of everything we do. That’s why we’re delighted to have Beth Blecker as a partner advisor.
As a dedicated board member of the Holocaust Museum and Center for Tolerance and Education, Beth’s commitment to her community highlights the importance of understanding and sharing the feelings of others.
Her work is crucial in educating and fostering understanding within our community. We strive to reflect that same spirit of empathy in all our efforts, always aiming to bring assurance to those we serve.
We believe that starting each day with a thankful mindset leads to a more fulfilling and meaningful life. That’s why we're highlighting gratitude as the fourth value in our series of core values.
Rose Galeano-Phillips, actively involved with Rotary International, offers a unique perspective on gratitude through her work with foreign exchange students. Her insights remind us to appreciate the small moments and diverse experiences that add value to our days.
When gratitude becomes the cornerstone of your professional journey, it transforms not just your work, but your entire life.
This philosophy shines through in Frank Chiodi Jr., a financial advisor who has found his calling in supporting those who protect and serve our communities.
Frank's practice, dedicated to law enforcement officers, is a testament to how deep appreciation can shape a career and make a lasting impact. By focusing on this group, he's not just providing financial services; he's sharing gratitude by honoring their sacrifice and securing their futures.
When inclusion is at the heart of what you do, it becomes more than just a value—it shapes the very culture of your company.
By centering diversity and embracing authenticity, we create spaces where everyone truly belongs. This isn't just about checking boxes; it's about fostering an environment where every individual can thrive and feel valued.
At Affiliated Advisors, inclusion means more than simply welcoming different perspectives. It's about ensuring that every voice is heard, every story is respected, and everyone knows they have a place here. We believe that by embracing our differences, we can build stronger, more innovative solutions together.