We Are

Attentive

Image is not available

We provide our clients with reliable and trustworthy financial advice, and we never charge a commission.

Learn more
Image is not available
Let us Help

This

for
retirement

is not a good plan

Confused?

Image is not available

We offer personalized advice to our clients in-person, but we've also written a series of articles here on our website to help you demystify the lingo and get a handle on the basics of investing and finance.

Read the Blog
previous arrow
next arrow

Fee-Only Financial Managers with a Fiduciary Responsiblity to our Clients

Learn how we can help you plan for the future

About Attentive Investment Managers

Attentive Investment Managers, Inc. is a fee-only independent Registered Investment Advisor located in Stockton, California. At AIM, we work with each client to create and manage their investment portfolio, while meeting their stated objectives for growth, income, and risk tolerance.

Whether you're a first-time investor wanting to take control of your financial future, or a seasoned investor with a large portfolio, we can help. Our experienced investment advisors can help you craft a plan and manage your portfolio, including 401k and Roth IRA accounts, educational savings accounts, SEP retirement programs, individual investment accounts and more.

Schedule a free, no-obligation consultation to find out if AIM is the best fit for you and your financial future!

Schedule a Consultation

Our Services

  • 1

Financial News and Tips from Attentive Investment Managers

12 December 2019
10 Year Recap
10 Year Recap
Finances
As we wind down 2019, so to do we close the decade. We have shared many wonderful successes and milestones with each other over the years. Mike and Miriam built a strong customer-service centered tax service and following investment firm who’s prima...
Read More
29 October 2019
Relationships and Money, Part IV: Divorce
Relationships and Money, Part IV: Divorce
Finances
Divorce is not only a strain on your emotional well-being but also your financial well-being. Many times we only focus on the emotional aspect of the split however, it is important to consider the long-term implications. Additionally, your financial...
Read More
15 October 2019
Relationships and Money, Part III: Prenuptials
Relationships and Money, Part III: Prenuptials
Finances
In today’s world relationships are complicated – with second marriages or children from previous relationships things can get even more complicated. In either situation, a legal agreement can assist you as a couple in clearly outlining your wishes an...
Read More
05 September 2019
Relationships and Money, Part II: Married Couples
Relationships and Money, Part II: Married Couples
Finances
Marriage is not just roses, chocolates and diamonds. Marriage is a business relationship that needs thorough discussion and often times compromises. When couples plan for possible scenarios in the future, everyone involved is protected and feels sec...
Read More
23 August 2019
Relationships and Money, Part I: Unmarried Couples
Relationships and Money, Part I: Unmarried Couples
Finances
New couples are busy enjoying learning about each other and sharing parts of their lives with one another. Very often an important aspect of sharing a life that gets ignored is discussing your values surrounding financial matters. Things such as fina...
Read More
17 July 2019
Withholding Changes
Withholding Changes
Taxes
The new tax law made it hard to know how much to withhold from your paycheck every few weeks. As a result, many people withheld less than they might otherwise have, and either received a smaller rebate than expected or had to pay additional taxes in ...
Read More