Skip to content
Group of people

You are friendly.

Hand icon clapping

We can collectively trust each other.

Handshake Icon

We are a mutually good financial fit for each other.

friendly-mature-business-partners-meeting-office-sitting-workplace-with-laptop-talking-view-through-glass-wall-business-portrait-concept 3

About our Clients

 

Our clients are some of the nicest people we know and have been with us for many years, spanning several generations within a single family. We want to feel confident that your financial life and needs are best suited for our services and that we will build a long-term partnership and strong rapport grounded in a mutual trust and respect.

Our Services


Financial Planning

Investment Management

Tax Planning

Retirement Planning

Retirement Income Strategies

Social Security Maximization

Risk Management

College Planning

Multigenerational
Wealth Transfer

Taking Steps Together

 

AFS is not your typical investment advisory firm. We’re a diverse team with a vast set of complementary expertise – a boutique practice with big firm talent.

Women walking together talking-min

Ready to Start Your Journey?

Fill out our pre-meeting intake form to provide us with a quick snapshot of your financial
life prior to our initial consultation.