Disclosures
What Advisor Marketing Partners is, and what it is not.
Advisor Marketing Partners provides marketing and positioning services. It does not provide investment, legal, tax, brokerage, or compliance advice. This page sets out how to read everything else on the site.
Marketing services only
AMP helps advisors and firms communicate who they are and how they work. Nothing on this site is a recommendation to buy, sell, or hold any security, to use any strategy, or to structure any transaction. Advisors remain solely responsible for the advice they give and for their own regulatory obligations.
Founder
Mike Auerbach is the founder of Advisor Marketing Partners, a marketing firm. He is not a financial advisor, investment adviser, registered representative, broker, attorney, or accountant, and is not held out as one.
Educational content
Articles about strategies such as 1031 exchanges, Delaware Statutory Trusts, 721 or UPREIT pathways, Opportunity Zones, and private markets are educational examples of how advisors can communicate complex topics clearly. They are general information, not advice or recommendations. Suitability always depends on individual circumstances and on the client's own tax, legal, and financial professionals. Not every strategy or structure is available or appropriate in every situation; for example, not every DST provides or is expected to provide a 721 or UPREIT pathway.
Sample and illustrative work
Any advisor presence, firm, biography, or material shown as a sample, for example "Merriden Private Wealth," is fictional and created to illustrate approach. It represents no real client, no real person, and no client, performance, or business results. Actual client work is published only with written permission.
No testimonials, ratings, or performance claims
This site does not present client testimonials, ratings, endorsements, awards, or performance figures. Where third-party information or statistics are ever referenced, they are attributed in the text.
Firm review and approval
Marketing deliverables prepared for a client are organized for that firm's own review process. Approval authority stays with the firm and its compliance function. AMP does not represent any material as firm-approved unless it is, and does not provide compliance review.
Questions: mike@advisormarketingpartners.com. See also our editorial standards and privacy page.