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 Thirty Years
Combined Experience of Our Leadership
Assets Under Management
(as of 1/31/2019)
with AFS Clients