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Serving the North Bay with unique and personalized Investment Management and Estate Planning from a professional Tax Background
The Lighthouse clarifying and achieving your financial dreams.

(707) 538-8027
A.E.I. Financial Group Investment Portfolio Management

Investment Portfolio Management

Our mission is to provide you with financial strategies that may create financial clarity and improve your quality of life. Making a strong commitment to families nearing or already enjoying retirement and building a lifelong relationship with them are tenets of our success.

It all starts with a financial discovery with you. After that, we help analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your situation.


Social Security is an important part of many American's retirement strategies - but people don’t fully understand the benefits to which they are entitled.


With our Portfolio Analysis Review (PAR) process we provide portfolio organization and simplification, with a goal of leading to financial clarity and security. Let our firm cover you from all angles.


At our firm we are dedicated to your future. Take the first step in preparing for tomorrow by contacting us today.