Meetings will take place in the AAM Office located in Grandville Michigan or via video / phone call. Exceptions to meet in an alternative location will be made upon special request. Our mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential. We work for you and offer comprehensive services to help you make better financial decisions.
With Advanced Asset Management, YOU get to choose how you want to work with a financial advisor. Because we are fee-only advisors, most conflicts of interest are removed from the advisory process. IRAs | 401Ks | Emergency Funds | Trusts | Roth IRAs | Annuities If you've saved money to rely on when your working days.
With Advanced Asset Management, YOU get to choose how you want to work with a financial advisor. Because we are fee-only advisors, most conflicts of interest are removed from the advisory process. IRAs | 401Ks | Emergency Funds | Trusts | Roth IRAs | Annuities If you've saved money to rely on when your working days.
Services
Advanced Asset Management is an independent, financial planning and investment management firm in the Greater Grand Rapids area of Western Michigan. We are a fee-only adviser and do not accept commissions or compensation of any kind based on the solutions recommended. We are fiduciary advisers, not salespeople.
Ronald J. Van Surksum is our Certified Financial Planner and a valued part of our team. He meets with our clients and forms unique and personalized plans based on each person's distinct financial situation. When you meet with Ron you'll talk about your goals and hopefully understand on a deeper level what you need to do to reach them!
Goal Setting - How do I clarify my financial goals such as getting out of debt, buying a home, paying for college, or retirement? Portfolio Review - Can I have an objective second opinion on my current investments, IRAs and retirement accounts? Investment Planning - What is asset allocation? What role do mutual funds, stocks, bonds, REITs and alternative investments have in my portfolio?
Reviews (4)
James Engelking
Dec 30, 2021
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Positive: Professionalism, Responsiveness
Ron does an excellent job of explaining the "plan of action" and is very thorough with follow up. He is easy to talk with and always available to answer questions. I really appreciate working with him. Ron is a true community partner volunteering time and expertise with our local non-profits. I highly recommend him!
Ron does an excellent job of explaining the "plan of action" and is very thorough with follow up. He is easy to talk with and always available to answer questions. I really appreciate working with him. Ron is a true community partner volunteering time and expertise with our local non-profits. I highly recommend him!
Alex Englund
Nov 23, 2018
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Jonathan Mast
Dec 27, 2016
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Colette Cashin
Dec 15, 2015
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