Broker Check

About Associated

How We Work

How We Work

Associated launched in 1972 as an independent financial services & corporate benefits firm in Fort Lauderdale, FL. Associated continues to build a leading reputation within the financial services industry focused on developing comprehensive, tailored plans for its clients with a family-driven approach. In addition to wealth management, the firm has become a major player in the design, administration and implementation of investment strategies as well as employer-sponsored retirement plans and employee benefit and insurance plans.

FOCUSED ON DEVELOPING COMPREHENSIVE, TAILORED PLANS FOR ITS CLIENTS WITH A FAMILY-DRIVEN APPROACH

Associated co-founded by Ron Abraham as Associated Pension Consultants, Inc.

1972

1981

Steve Fraidstern joins Associated to lead retirement plan division.

Marc Weiss jumps to Associate to lead group health division.

1984

1989

Paul Vladem teams up with Associated. Launches firm’s Wealth Management Division.

Evan Vladem joins Associated, launches Sports & Entertainment Division.

2017

2018

Associated’s CFP Practitioner, Luana Corral, becomes NFLPA Registered Player Financial Advisor

Former NFL Veteran turned Advisor, Shawn Wooden, $125M team join up with Associated Logan Mondshein joins Associated to lead Group Benefits Division.

2020

2021

Associated reaches $1B under management. Former CEO of Investacorp, Patrick Farrell, and former CCO, Marcus Arneaud, join firm.