The Easiest Way for a CFP, CPA or RIA to Build and Keep Their Business

 

The Independent Adviser Corporation
Helping The CFP, CPA or RIA Build and Keep Their Business 

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About The Independent Adviser Corporation

THE MARKETING PROGRAM

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Frequently Asked Questions

 

ABOUT US

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Call us at
516-532-6106 for additional information.


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History
In 1999, The Independent Adviser Corporation  launched The-Adviser.com, a consumer based web site that offers buy-side investment research and personal finance news to consumers. 

Our web site was an instant smash hit. We started to receive requests from consumers who were seeking help from independent fee-based financial advisers. Because we were not in the financial planning or money management business, we had to turn them down. Then it dawned on is.

In May 2000, we established a national marketing network for independent fee-based financial advisers. This network, which provides independent fee-based financial advisers with a national branding strategy, connects individuals to advisers.  

The Management
Our management team includes:

  • Michael D. Porcelain, CPA, MS, MBA  - Michael is currently the President. He is a member of the American Institute of Certified Public Accountants ("AICPA"), a member of the Personal Financial Planning Division of the AICPA, a member of the New York State Society of CPA's and is a lifetime member of the American Association of Individual Investors. Michael was formally a Manager with the Financial Advisory Group of PricewaterhouseCoopers LLP.  Prior to that, he worked for KPMG Peat Marwick LLP and IBM. He has been a professional money manager since 1987, has hosted several radio talk shows and is routinely quoted in the press. He is a fee-based money manager in New York. 
  • Jay McConie, CPA - Jay is Vice President of Business Development. Prior to his current position, he was the Corporate Operations Manager with ACNielson Corporation and a Manager with KPMG Peat Marwick LLP and Merrill Lynch.   Jay has worked in the financial securities industry since 1988 and operates a fee-based financial advisory business in New York. 
  • Adrian Frankum, CPA, MBA - Adrian is the Director of Operations.  Prior to his current position, he was an associate for CIBC Oppenheimer and received his MBA from New York University. His background includes almost a decade of experience working for public accounting firms including KPMG Peat Marwick LLP. Adrian operates a fee-based financial advisory business in New York. 

  • Kirk A. Block, CPA/PFS, CFP - Kirk is a Certified Financial Planner and holds an AICPA PFS designation.  He is also a Registered Investment Advisor and maintains financial planning offices in California known as Premier Financial Planning. 
Media Contacts and Interviews
Management of 1-800-ADVISER is available for comment, new stories, features and interviews. Please send your inquiry via e-mail at to  Questions@1800ADVISER.com or at (516) 637-5187. 

Advertising
1-800-ADVISER accepts inquiries from potential sponsors for our 1-800-ADVISER web site. If you desire a media kit, please send an e-mail with your name and firm name to Advertising@1800ADVISER.com

 

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