What We Do
** Professional, objective financial advice is valuable for our clients. Let us help you succeed.
** Our fiduciary duty is to provide transparent, independent advice. Additionally, we utilize third-party custodians like Schwab and Fidelity to provide secure monitoring and reporting for all of your accounts.
** We offer complete financial plans that give you a clear view of your overall financial picture, today and in the future.
** We work in conjunction with your other financial professionals on estate and tax planning to make sure the other parts of your total picture are implemented for the best possible outcome.
** The team at AFA helps create a roadmap for your future. Our work on your behalf is unbiased and always in your best interest.