We believe in building great relationships
Our technical proficiency is second-to-none. But building long-term relationships is our top priority. In almost every case, once we really get to know our clients, and they come to know us, there is a genuine bond that develops over time.
How We're Different
Many firms specialize in either Financial Planning or Investment Management. We combine both services to provide you with a unified and comprehensive wealth management experience.
We take the time to get to know you, uncover what truly matters, and provide advice and solutions tailored to your unique circumstances and goals.
We are fiduciaries and act in the best interests of our clients when providing investment advice. We take this responsibility seriously and put your interests above our own.
Ours is a culture of continuous learning and innovation. We are committed to continuing education and staying abreast of the latest rule changes and financial planning techniques to enhance the advice and service we provide.
As independent financial advisors, our recommendations are based solely on what is right for our clients. There’s no parent company, bank, or other investment firm telling us what to do or pressuring us to promote any proprietary products or strategies. We work exclusively for you.
Serving clients across the country
Our client relationships span from coast-to-coast. Wherever you are located, we can help.
AT A GLANCE
Serving Clients for Over 30 Years
Combined Experience of Our Leadership
Assets Under Management
(as of 1/3/2022)
with AFS Clients
In the Community
AFS Financial Group is proud to support a variety of community organizations through the giving of our time, talent, or resources. We invite you to click on the links below to learn more about each organization’s mission or to get involved.
We are a group of experienced investment and wealth management professionals with complementary skills and expertise to create a high-caliber client experience. Our team members hold advanced designations and degrees that include CPA, CFP®, CFA®, CIMA®, CLTC, and more, and our commitment to exceptional client service is the backbone of everything we do.
Staying financially on course requires a disciplined and integrated approach. We combine comprehensive financial planning with strategic investment management to structure a plan specifically geared towards realizing your short- and long-term financial goals.
We leverage the Investor360° and eMoney platforms to
create a streamlined client experience.
Investor360° provides a detailed view of your investment accounts, including statements, trade confirmations, and tax documents.
Watch this short video to view the features in Investor360°.
eMoney is our financial planning portal. Use this site to add, personalize, and track progress towards your planning goals. You can link outside financial accounts from any financial institution to generate a complete view of your money. You can also create budgets and monitor your daily cash flow, as well as store important documents in a secure online vault.