Our Story

IN THE BEGINNING

“Since financial services companies continue to come and go, I wanted to build a firm whose core values would allow us to stay.”

MARC LOWELL, PRESIDENT & FOUNDER

At A.I.D. Wealth Management, we believe that amid an ever-changing investment landscape, investors will want to work with and confide in a firm that will consistently guide them through the intricacies of investing and financial planning.

It is our mantra of core values that we believe our clients will want to see as part of a firm that they will work with for life.

WE ARE COMMITTED TO…

Helping you work toward your unique financial goals

Providing an unparalleled level of service

Creating a long-term trusted relationship

Placing your interests first – at all times.

ABOUT OUR FOUNDER

A Dynamic Blend of Entrepreneurship and Passion

After graduating from The University of Florida with his degree in Finance, Marc decided to enter the financial services industry, where he quickly began the two-year process of becoming a Chartered Life Underwriter and a Chartered Financial Consultant. His practice focused on comprehensive financial planning, with an emphasis on a clientele who were in need of income and estate tax mitigation strategies along with HNW and UHNW wealth management expertise. In 1990, Marc was asked to help build an upstart independent financial planning firm which, by 2003, became one of the original companies that was rolled up and went public as National Financial Partners (NFP), a NYSE traded firm. Soon after, Marc left NFP to form MJ Financial Partners. MJ’s continued growth ultimately allowed them to rebrand as The A.I.D. Group, which currently serves as the parent firm to A.I.D. Wealth Management, Advisors Insurance Design, and The 401(k)ompany. In addition, their growing local and national alliance relationships with law firms, accounting firms, trust companies, employee benefit firms and other financial services firms, has allowed them the privilege of having a seat at the planning table to serve as trusted advisors during the planning and implementation process. Marc sits on numerous charitable and industry-specific Boards of Directors, and enjoys spending time speaking publicly to business groups, philanthropic organizations and in high-level business development training.

Get In Touch

At A.I.D. Wealth Management, we take pride in providing an unparalleled level of service to private clients, family offices, and businesses alike. We’d like to do the same for you.

1 W Las Olas Blvd. 5th Floor
Fort Lauderdale, FL 33301

(888) 667-4750

info@aidwealthmanagement.com

START THE CONVERSATION

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.

Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.

A.I.D. Wealth Management is affiliated with The A.I.D. Group

The A.I.D. Group is not a registered broker-dealer or investment advisory firm. The A.I.D. Group and AGP are independent and not affiliated entities.

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Business Continuity Planning Summary & Disclosure

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.