Finding Your FIT™

Life changes. Who’s making sure your wealth does too?

We help to ensure that as your life changes, your wealth advances and your investments are managed to meet your precise situation.

Reach Your Financial Goals.

Select an Advisor

Choosing a Wealth Manager and CFP™ starts with expertise and ends with trust. Your advisor should understand what’s important to you and why.

Meet Our Team

For more than 25 years, we’ve been “Making Life’s Journey Richer” for clients like you by building wealth management plans that turn dreams into reality.

Watch AFA TV

Share in the knowledge, insight and experience by watching AFA TV any time. Tune in to learn how our comprehensive, proven approach to wealth management works for you.

Latest News

The more you know, the better financial decisions you’ll make. Check out our webinars, press releases, a blog, client events and AFA TV.Plus much more.

Julianne F, Andrews | 2018 Five Star Wealth Manager
Richard Henderson | 2018 Five Star Wealth Manager
JA Badge Forbes-2019-BestInState-WealthAdvisors