Associated works with a client-first mentality. We do not simply advise. We seek to form a long-standing relationship with our clients that will develop into a lifelong partnership. Through open and honest communication, work accountability, financial education, and innovation, Associated pursues the protection and growth of client wealth in a value-added manner that is proven and unique.

We strongly believe that giving back to the community in different ways not only improves conditions and eliminates obstacles that hinder our collective progress but also enriches our practice deeply.

Whether it is our President, Paul Vladem, leading the Investment Committee of the Jewish Federation of Broward County, Shawn Wooden’s involvement with the Dolphins Challenge Cancer fundraiser and the Boys and Girls Club of Broward County or Luana Corral’s volunteer work for Second Saturday Broward, Associated is dedicated towards making a positive impact in our society, one initiative at a time.

Associated firmly believes that diversifying our professional roster adds a significant value that our individual and corporate clients undeniably appreciate. This is just the first step, though. Associated leads with “Inclusion”. Our team members feel comfortable and safe to be themselves, present ideas and utilize their skills to the full potential. What’s most empowering is having direct involvement within the firm’s operations, direction and impact on our client’s life.

Envestnet—a leading provider of intelligent systems for wealth management and financial wellness--recognized our firm’s inclusion and diversity efforts naming president, Paul Vladem, inaugural Envestment Institute on Campus (EIOC) Vision Award winner for, “truly redefining hiring practices and the traditional definition of diversity. He and Associated Investor Services have diverted from the usual method of hiring and embraced the EIOC model as a component of succession planning for their firm. Envestnet relies on their success and experiences as a case study for other firms to reference.”