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Affiliations

Alliance of Comprehensive Planners

Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners who believe clients are more than numbers. ACP members provide retainer-based services to manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business and provide the highest quality service while also developing meaningful relationships with their clients. ACP provides the tools and training for a successful future as a financial planner. Our members provide the comprehensive plans for a successful financial future.

Brief History of ACP

In 1995, Bert Whitehead presented "Marketing Fee-Only to Middle America" to the participants of National Association of Personal Financial Advisors (NAPFA) conference. After describing his practice model, he received numerous requests from financial advisors wanting to know how to replicate his more personal fee-only approach to financial planning. As a result, Bert formed Cambridge Advisors, LLC. Wanting to assure the organization's longevity, maintain the collaborative efforts of its members, and continue the evolution of the ACA System™, Bert spearheaded the formation of the Alliance of Cambridge Advisors (ACA), a 501(c) (6) not-for-profit corporation.

Over the years, hundreds of advisors have been trained in the ACA System™. Some joined just for that training, but many more have chosen to build a thriving supportive community that respects the individuality of each practice. This unique blend of commonality and diversity has created an environment where innovative solutions to client issues and practice management challenges are nurtured and realized. In 2014, the ACA changed its name to the Alliance of Comprehensive Planners (ACP) to better describe what they do.