Optimize Your 401k with Precision & Proven Expertise
At 401K Partners, we understand the unique advantages that corporate 401k programs offer. Our focused approach on these programs means we're adept at leveraging their potential to provide our clients with substantial financial benefits and a more secure retirement.
Our Sole Focus
Dedicated 401k Specialists Who Represent YOU.
Our team at 401K Partners is composed exclusively of specialists in corporate 401k optimization. This singular focus allows us to offer unparalleled expertise in maximizing your 401k holdings. We're committed to helping employees of major corporations fully understand and utilize their 401k plans, ensuring each client receives tailored strategies that align with their individual retirement goals.
History of Success
Decades of Experience Backing Your Financial Journey
401K Partners, backed by the extensive experience of Asset Management Strategies, Inc., has been a beacon of financial guidance for four decades. Our roots in the financial industry stretch back to 1985, initially as a branch of a major national broker/dealer focusing on fee-only asset management. Since 2005, we have thrived as a Registered Investment Advisory based in the Indianapolis Metro area, serving a diverse clientele across the United States. Our commitment to fee-only services underscores our dedication to aligning our success with your financial well-being. We pride ourselves on not charging commissions, ensuring that our sole goal is to match you with the best investment program based on your needs.
Tony Fiorillo Autobiography
Tony Fiorillo attained a degree in Economics from Eastern Illinois University and studied International Business at the University of London. In addition, he studied Investment Decisions and Behavioral Finance at Harvard University. He worked through college at a public accounting firm, advising clients on tax and financial matters. Although his tax experience has proven invaluable, he has specialized in investments for more than twenty years. Mr. Fiorillo served as a Controller of a multi-state produce distribution company for three years.
Mr. Fiorillo has held designations as a Registered Securities Principal as well as a Registered Securities Representative with a national NYSE registered broker-dealer, member NASD/SIPC. He is President of Asset Management Strategies, Inc., a Registered Investment Advisory. The firm works closely with several accountants and attorneys, including the largest national law firm that specializes in litigation against stockbrokers. He has also designed a proprietary online platform to support participants of 401K, 403b and 457 Plans nationwide.
Mr. Fiorillo has authored, or been quoted in, a variety of publications including the Wall Street Journal, Bloomberg Wealth Management, Money Magazine, Smart Money, Indianapolis Star, Indianapolis Business Journal and accounting trade journals. He has spoken at planning conferences from London to Cabo San Lucas, Aruba to Vancouver and across the US. He has taught investment classes on the high school and collegiate level. He is the former co-host of “The Asset Management Strategies Show” weekly radio program. Along with several civic and social boards, he served as Chairman of the Indiana Council for Economic Education and is active in Angel Flight – Indianapolis, which flies non-emergency, medical related children and families to various facilities.