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.
Associated co-founded by Ron Abraham as Associated Pension Consultants, Inc.
Steve Fraidstern joins Associated to lead retirement plan division.
Marc Weiss jumps to Associate to lead group health division.
Paul Vladem teams up with Associated. Launches firm’s Wealth Management Division.
Evan Vladem joins Associated, launches Sports & Entertainment Division.
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.
Associated reaches $1B under management. Evan Vladem, Travis Ruane and Logan Mondshein join Shawn Wooden as minority owners in the practice on December 31, 2021.