We look for three criteria when it comes to building relationships with clients:
You are friendly.
We can collectively trust each other.
We are a mutually good financial fit for each other.
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.
