Gerald B. Ahern

Ahern Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Investment Advisor/Financial Planner

Offering advice since: 1988

Areas of focus:

  • Business planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds
  • Tax Planning

Further information about Gerald B. Ahern:

A Fee Only Inv. Advisory Practice where Fiduciary Standards and Planning is our hallmark. Ethics, Education, and Experience set us apart.

If you haven't experienced Fee Only and want Professional, Objective, Expert Advice call for your no obligation consultation.

Compensation and Fee Structures:

Fixed fees and percentage of assets being managed. Specifics available at first meeting when objectives and needs are discussed.

Licenses, Certifications & Affiliations:

FPA (Financial Planners Assoc.)
State Registered, IARD #:118663

Education:

BS UMass 1970
MS UMass 1974

Will provide references upon request?

Yes

Contact Information for Gerald B. Ahern

Phone: (704) 896-8663
Please support us by letting this adviser know you found them through Boomerater

Fax: (704) 896-3180

Address for Gerald B. Ahern:
Cornelius, NC 28031-0518
Cornelius, NC, 28031

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