Your Vision, Our Mission

Your Vision, Our Mission

Your Vision, Our Mission

OUR STORY

Personalized service and investment ideas, right here in the Upper Peninsula.

OUR PROCESS

There's so much opportunity available to you - it starts with a simple conversation. Find out how our Consultative Process works.

WHO WE SERVE

When was the last time you really looked at what else is available? Find out if our specialized services are the right fit for you.

Check the background of this firm on FINRA's BrokerCheck

What We Do

Our founder Mark Aho puts it best. Take a look at our videos to see what we do and how we do it.

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New! What Do We Think?

Our Take on Current Market Conditions and Events.

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Opinions expressed are those of Mark Aho (Financial Advisor, RJFS) and not necessarily those of Raymond James. The information herein has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.

We all have goals for our wealth, but how much is really possible?

You may have a vision for your wealth and what it may do for you in the future, but it can be difficult to see how much of this vision is really possible.

This changes once you come to understand what opportunities you have, what strategies and resources are out there, what options have become available to you over time - and this is the kind of understanding that you can gain only from advice that is truly objective and genuinely focused on your situation.

We work with you to show you what's possible, and it becomes our mission to make that vision a reality.

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Local Team

Get advice that suits your unique needs.

Once we understand what is important to you, and you begin to see all that is available, then you may realize what is possible for your wealth.

Mark A. Aho, MBA, CFP®, CIMA®
President, MAFG
Financial Advisor, RJFS

The comprehensive approach is vital because a change to one area of your wealth can affect all other parts in many different ways. This is something we help manage very well.

Joseph A. Jeeves, CFP®
Financial Advisor

The goals you have for your wealth depend, to some degree, on what is offered by your advisor. That is why it is worth taking an open look and asking yourself how much more could be possible.

Mark A. Aho, MBA, CFP®, CIMA®
President, MAFG
Financial Advisor, RJFS

It’s always rewarding to help get clients to the point of feeling confident in their retirement. Having this confidence helps to alleviate concern, so work can become optional for those still working. For those retired, they are able to enjoy their retirement.

Eric Froberg, AAMS
Financial Advisor

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