Jeff Acheson, CEO

CPWA®, CFP®, CPFA®, AIF®, CEPA®, NQPCTM , CAPPTM

Redefining Retention and Retirement Strategy Within the Legal Industry

After 46 years in financial services and retirement planning, Jeff Acheson has turned his full focus to a profession he deeply respects—law firms, lawyers, and lobbyists. Decades of collaboration with legal professionals revealed a shared ethos: intellectual rigor, unwavering work ethic, and a deep commitment to excellence.

Today, as CEO of the Advanced Strategies Group (ASG), Jeff is leading a bold initiative to disrupt the one-size-fits-all retirement and benefit plans traditionally offered to law firms and their legal professionals—plans that often fail to reflect the complexity or sophistication of their needs. Central to this effort is the Law Firm Benefits and Planning Platform, featuring three cornerstone innovations:

  • The ASG Open(k) Plan Designsm: A modernized, high-performance 401(k) structure tailored for law firms seeking reduced costs, sophisticated investment flexibility, personalized planning resources, and delegated fiduciary support.
  • The Attorney Life Income Plan: A customizable nonqualified plan designed as a “Rothesque” Cash Balance Pension Plan alternative—offering tax-favored accumulation, creditor protection, liquid contingency capital, and tax-free retirement cash flow.
  • The Strategic Retention & Rewards Program: A flexible long-term incentive compensation plan enabling law firms to reimagine how they recruit, reward, and retain top talent and future leaders.

 

 

These innovations are delivered through The Attorney’s Edge, ASG’s virtual-first planning platform that delivers personalized tax, investment, and S.M.A.R.T. Wealth Management strategies to time-starved legal professionals, anchored by ASG MAPS (Managed Account Portfolio Strategies), which optimize investment performance for high-balance 401(k) participants.

Jeff’s stature in the industry is unmatched. He is a Certified Private Wealth Advisor®, a CFP Professional®, an Accredited Investment Fiduciary®, a past president of both the National Association of Plan Advisors (NAPA) and the American Retirement Association, and co-author of the NAPA Nonqualified Plan Consultant (NQPC) designation curriculum—credentials that underscore his expertise and peer recognition.

While ASG’s legacy of success was built outside the legal industry, Jeff has now gone all in—leveraging decades of insight and innovation to redefine how law firms and their top professionals achieve and protect financial independence. With convenience, sophistication, and strategic precision, Jeff is delivering the modern solutions today’s law firms deserve—and offering sophisticated alternatives to the status quo.

 

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Advanced Strategies Group are not affiliated.
Neither IFP Advisors LLC, IFP Securities LLC, dba Independent Financial Partners (IFP), nor their affiliates offer tax or legal advice. Any potential tax advantages or benefits will depend on your circumstances. Consult your tax professional and/or legal expert about your individual tax situation and visit IRS.gov to learn more.