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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Alexander G. Assaley, III AIF® has been exclusively selected to join BlackRock's DC Leader's Circle™. View the press release now.
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The ABCs of Finance: Tips and Tools for Raising a Smart Investor: By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor.

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