- Alliance Of Comprehensive Planners Company News Section

Alliance Of Comprehensive Planners Information
  • Lori Lorusso
  • 2520 Independence Blvd., Suite 201
  • Phone: 9107691569
  • URL:
  • 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 fee-based services to manage clients%u2019 whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information visit
Alliance Of Comprehensive Planners Press Release -

  • Alliance of Comprehensive Planners Members Named Top Bloggers in the Nation
  • ACP members Jonathan Heller, author of Cheap Stocks, was ranked eighth while Brent Perry of the Piedmont Financial Advisors' blog was listed as the 33rd top financial advisor blogger by Michael Kitces. Heller and Perry were also recently ranked in Brightscope's 100 Most Social Financial Advisors.
  • June 17, 2014
  • Alliance of Comprehensive Planners Elects Two New Board Members
  • Alliance of Comprehensive Planners (ACP), formerly Alliance of Cambridge Advisors, has elected Lois Basil, CFP, and Al S. Davis, CFP, EA, to the ACP Board of Directors. Basil and Davis bring years of experience to the board. Basil, who joined ACP in 2010, opened Basil Financial Group in 2011 in Chicago, Ill. Davis, owner of Davis Financial Planning in Asheville, N.C., joined ACP in 2010.
  • May 30, 2014