Advantage Investment Management

Don Garton leads the firm as its senior advisor, holding CFP, ChFC, and CRPs designations. The team includes Billy Fowler, Michael Garton, and Lisa Heffley, though specific portfolio-management responsibilities are not publicly delineated on the firm's website.

The firm does not publish a stated account minimum. Testimonials on its site reference accounts that began with modest monthly contributions decades ago and grew, alongside relationships serving families into retirement — suggesting a willingness to serve smaller balances alongside established wealth.

AIM operates as a wealth advisory registered investment adviser, not a multi-family office. It provides investment management and financial planning services directly to individuals and families without a family-office service suite such as bill pay, tax preparation, or concierge services.

The firm describes building personalized portfolios from a data-informed process; client testimonials reference ongoing discussions about risk tolerance, value-based preferences, and market trends. Specific asset classes are not enumerated on the site, though retail advisory portfolios commonly include equities and fixed income.

The website makes no mention of alternatives, direct co-investments, or private-market allocations — suggesting the practice is concentrated on publicly traded securities and traditional retirement-income strategies.