Associated Financial Consultants & Associated Investor Services is an ensemble practice based in South Florida consisting of approximately 26 employees and 5 managing partners. Founded back in the late 1980s by four partners: Paul Vladem, Steven Fraidstern, Ronald Abraham and Marc Weiss, Associated provides a full suite of services from wealth management, retirement plan design and management, group health and benefit programs, as well as life, disability, and long term care insurance implementation. This holistic approach within a larger ensemble practice has helped the firm flourish over several decades. The younger partners, Ron Myers and Matt Dernis, joined the firm several years ago with the intention of being the successors of the practice, as well as having the added responsibility to focus on upgrading existing technology for the office.
Here is how they were able to successfully emerge as one of the fastest growing, adaptable offices affiliated with Investacorp.