AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products - so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. We work with clients virtually throughout the world. We often travel to visit non-local clients. Many of our clients are interested in Sustainable, Responsible, Impact Investing.

Phone: (704) 980-7870