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We are an independent investment advisory and financial planning firm.

Founded in 1988, AFS specializes in personal asset management and comprehensive financial planning for individuals and families.

We are also specialists in providing workplace retirement plans with comprehensive solutions that serve both your firm's and your employees' best interests.

AFS offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide.


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Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.

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Last Updated: 05/14/12


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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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