Dakota
Dakota
Book a Demo
Talk to an Expert

Aldebaran Financial Inc

EST. AUM
$222,811,637

CONTACTS
2

CLIENT ACCOUNTS
713

Firm Details

Metro area Knoxville
CRD Number 105741
Website aldebaranfinancial.com
Client types

Overview

The firm is dedicated to assisting clients in achieving their aspirations for a better life, whether that involves securing improved housing, planning for a more comfortable retirement, or ensuring their children have access to quality education and opportunities. Recognizing that clients may not always have a clear vision of what "better" entails, the firm collaborates closely with them to define and pursue their goals. By guiding clients through life's transitions and challenges, the firm fulfills its mission of helping individuals enhance their circumstances and overall well-being. Ultimately, the firm’s core purpose is to facilitate positive change and improvement in their clients' lives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy