Power through Partnership
As true partners, our advisors are focused on addressing the unique needs of your plan.
Annual Contribution Limits
Looking to help your employees work toward a secure retirement? Want to plan for your own future? The IRS reviews annual contribution limits each year. Be sure to know your limits.
Our guide can help you narrow the focus and zero in on a retirement plan that could work for you.
"Empowering advisors to meet client needs drives AssuredPartners Investment Advisors."
We are dedicated to providing advisors with the tools necessary to meet their clients needs - from asset management, to fiduciary governance and plan design optimization, to financial wellness . Partnering with our advisors to deliver those tools to their clients is the heartbeat of what we do.
Featured News
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider...
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of...
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