Approach Retirement Advisors, LLC

EST. AUM
$227,468,365

CONTACTS

CLIENT ACCOUNTS
547

Firm Details

Metro area Birmingham
CRD Number 166221
Website approachretirement.com
Client types

Overview

Approach Retirement Advisors, LLC is an independent, fee-only registered investment adviser based in the Birmingham, Alabama area, with an additional office in Pensacola, Florida. Founded in 2013, the firm operates under a strict fiduciary standard, offering holistic “Values-Based Planning,” where advisory fees cover both financial planning and investment management. The firm primarily serves pre-retirees and retirees, helping clients navigate the transition into retirement. Its investment approach departs from traditional 60/40 models, instead utilizing customized, time-segmented income strategies supported by non-correlated alternative investments and risk management techniques designed to mitigate sequence-of-returns and concentration risks.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Approach Retirement Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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