Services

Many roads to success – one name you can trust.

At Aurum, we are singularly focused on helping you achieve your financial goals. Aurum is a fee-based Registered Investment Advisor (RIA) affiliated with Skoda Minotti, one of the nation’s largest independent CPA and business advisory firms. Our services are focused on both family wealth management and corporate retirement plans.

No matter what path you travel, Aurum is there with you at every step. We invite you to learn more about our comprehensive array of services.

Are you searching for a leading investment advisory firm? Please call us at 866-605-1901, or complete this form, and an Aurum representative will respond shortly.

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