Your Trusted Partner for a Lifetime of Financial Advisory Services
AIS is an independent financial services company founded by Kevin Auerbach. Kevin is a Charted Financial Consultant and Chartered Life Underwriter with more than 25 years of financial services experience. Distinguishing AIS characteristics include:
No proprietary products-AIS is 100% independent so you can rest assured that there are no conflicts of interests with any recommendations AIS makes.
Truly customized portfolios- as an AIS client, you will not be added to high-cost mutual funds or part of a cookie-cutter "model" portfolio. You will own a thoughtful selection of individual stocks, ETFs and ETNs designed for you.
Fiduciary or no fiduciary-it's your call-at AIS, you can decide if you want us to be a fiduciary and have discretion over your account or if you prefer accessing our approved stock list and retaining the trading authority yourself.
Full personal planning-AIS offers life, disability and long-term care insurance to round out your planning needs. AIS has access to dozens of insurance companies to make sure you receive unbiased advise.
Business planning-AIS is connected to the largest markets in the industry for: Group health, workers comp, malpractice, E&O and D&O, Property, Commercial lines, Cyber Security and more.
Key person retention-beyond 401(k) solutions, AIS offers various types of deferred compensation benefits with vesting schedules (golden handcuffs) that allow an employer to legally discriminate in favor of their key employees. To protect the company in the event a key person prematurely passes, AIS has key-person insurance options to satisfy most business needs.
AIS always places the interest of our clients first. We believe in full transparency of compensation on all products and services we offer. AIS realizes that we can't be the best at everything all the time. Therefore, we have partnered with industry leaders to make sure that our clients receive the highest standard of products and services available. Please see our partners page for additional information.
Kevin Auerbach, ChFC®, CLU®
Your Financial Advisor
Kevin Auerbach is a Charted Financial Consultant and Chartered Life Underwriter with 25-years of experience in the financial services industry. Kevin is an experienced estate planner who works closely with business owners, high net-worth families, pensions and non-profit organizations. Kevin is a graduate of the Fox School of Business at Temple University where he studied Risk Management and Insurance and Law. Kevin began his career in as a Special Risks Underwriter for CNA Insurance Company in Chicago and Philadelphia. Kevin spent 3 years as an Estate Planner with Sagemark Consulting and then became a General Securities Principal and owner of an LPL Financial Services branch office. Kevin owned his own RIA for 10 years and became an Adjunct Instructor for the American College of Financial Services in 2015 where he has taught Investments for CFP candidates.
Kevin has a passion for animals and volunteers for Main Line Animal Rescue in Chester Springs. Kevin also volunteers for the Jewish Federation of Greater Philadelphia. Kevin is married with 3 children and 3 dogs.