Put the Benefits of Decades of Hard Work to Work for You!
Confidence Pays Dividends.
Wealth Management
Your definition of wealth — not ours — combined with your vision, time horizon and risk tolerance enable us to help you make life’s journey richer.
Retirement Planning
Are you part of the 26% of Americans who are prepared for retirement? If you aren’t – or you aren’t sure – it’s time to find out.
Retiring FITT™
Retiring FITT is our comprehensive road map, navigating 25 different aspects of retirement planning, designed for those within a few years of retirement.
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.
