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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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This communication strictly intended for individuals residing in the states of AK,AL,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,IN,KY,MA,MD,ME,MN,MO,MS,MT,NC,NJ,NV,NY,PA,PR,SC,TN,TX,VA,VT,WA,WV. 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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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